Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.64%
3 year
10.79%
5 year
10.20%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
71 months through March 31, 2026Volatility (ann.)
12.98%
Sharpe
0.94
Sortino
1.55
Max drawdown
-15.78%
Best month
15.52%
Worst month
-9.07%
Beta vs VTSAX
0.80
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.