Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.68%
3 year
14.28%
5 year
8.53%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
75 months through March 31, 2026Volatility (ann.)
11.35%
Sharpe
0.74
Sortino
1.21
Max drawdown
-25.49%
Best month
13.93%
Worst month
-16.23%
Beta vs VTSAX
0.86
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.