Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.50%
3 year
11.91%
5 year
2.43%
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.)
9.24%
Sharpe
1.10
Sortino
1.95
Max drawdown
-31.08%
Best month
8.26%
Worst month
-10.33%
Beta vs VTSAX
0.67
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.