Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.37%
3 year
21.46%
5 year
12.99%
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.)
12.05%
Sharpe
1.40
Sortino
2.68
Max drawdown
-24.59%
Best month
12.71%
Worst month
-12.44%
Beta vs VTSAX
0.95
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.