Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.39%
3 year
11.75%
5 year
1.74%
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.)
21.46%
Sharpe
0.26
Sortino
0.41
Max drawdown
-35.64%
Best month
21.92%
Worst month
-21.93%
Beta vs VTSAX
1.43
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.