Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.14%
3 year
11.63%
5 year
12.12%
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.)
24.22%
Sharpe
0.77
Sortino
1.74
Max drawdown
-42.56%
Best month
18.11%
Worst month
-32.32%
Beta vs VTSAX
1.17
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.