Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.86%
3 year
21.23%
5 year
13.10%
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.)
12.03%
Sharpe
1.26
Sortino
2.24
Max drawdown
-23.46%
Best month
12.99%
Worst month
-11.23%
Beta vs VTSAX
0.92
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.