Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.48%
3 year
20.13%
5 year
13.35%
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.)
11.11%
Sharpe
1.57
Sortino
3.15
Max drawdown
-21.67%
Best month
11.39%
Worst month
-8.15%
Beta vs VTSAX
0.85
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.