Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.04%
3 year
19.98%
5 year
12.39%
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.)
11.93%
Sharpe
1.18
Sortino
2.05
Max drawdown
-23.61%
Best month
13.25%
Worst month
-12.12%
Beta vs VTSAX
0.91
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.