Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.89%
3 year
13.83%
5 year
6.15%
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.)
19.35%
Sharpe
0.68
Sortino
1.21
Max drawdown
-26.73%
Best month
18.44%
Worst month
-9.93%
Beta vs VTSAX
1.32
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.