Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.95%
3 year
13.90%
5 year
11.54%
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.)
12.30%
Sharpe
1.27
Sortino
2.35
Max drawdown
-19.72%
Best month
12.91%
Worst month
-8.13%
Beta vs VTSAX
0.74
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.