Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.25%
3 year
12.60%
5 year
2.51%
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.)
21.49%
Sharpe
0.30
Sortino
0.47
Max drawdown
-35.11%
Best month
22.01%
Worst month
-21.88%
Beta vs VTSAX
1.44
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.