Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.97%
3 year
14.49%
5 year
12.71%
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.)
15.90%
Sharpe
0.92
Sortino
1.65
Max drawdown
-19.05%
Best month
15.89%
Worst month
-9.99%
Beta vs VTSAX
1.06
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.