Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.19%
3 year
13.10%
5 year
9.17%
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
81 months through March 31, 2026Volatility (ann.)
21.84%
Sharpe
0.61
Sortino
1.11
Max drawdown
-37.28%
Best month
23.20%
Worst month
-27.46%
Beta vs VTSAX
1.46
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.