Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.79%
3 year
18.25%
5 year
10.53%
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.)
13.80%
Sharpe
1.15
Sortino
2.16
Max drawdown
-28.13%
Best month
12.04%
Worst month
-14.22%
Beta vs VTSAX
1.04
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.