Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.74%
3 year
20.77%
5 year
6.94%
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
73 months through March 31, 2026Volatility (ann.)
17.76%
Sharpe
0.94
Sortino
1.75
Max drawdown
-34.92%
Best month
18.02%
Worst month
-10.76%
Beta vs VTSAX
1.30
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.