Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.99%
3 year
10.50%
5 year
10.99%
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.)
24.19%
Sharpe
0.72
Sortino
1.61
Max drawdown
-42.71%
Best month
18.00%
Worst month
-32.38%
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.