Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.89%
3 year
14.34%
5 year
5.12%
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.)
16.69%
Sharpe
0.69
Sortino
1.14
Max drawdown
-28.61%
Best month
13.81%
Worst month
-16.42%
Beta vs VTSAX
1.21
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.