Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.70%
3 year
15.90%
5 year
4.29%
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.)
15.53%
Sharpe
0.70
Sortino
1.28
Max drawdown
-34.74%
Best month
16.08%
Worst month
-13.59%
Beta vs VTSAX
1.15
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.