Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.78%
3 year
18.26%
5 year
6.77%
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.)
18.01%
Sharpe
0.86
Sortino
1.57
Max drawdown
-31.87%
Best month
18.10%
Worst month
-21.21%
Beta vs VTSAX
1.32
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.