Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.54%
3 year
15.30%
5 year
4.48%
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.)
16.76%
Sharpe
0.72
Sortino
1.29
Max drawdown
-33.35%
Best month
17.73%
Worst month
-15.40%
Beta vs VTSAX
1.23
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.