Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.05%
3 year
11.28%
5 year
7.43%
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.)
17.19%
Sharpe
0.73
Sortino
1.35
Max drawdown
-22.42%
Best month
13.76%
Worst month
-8.86%
Beta vs VTSAX
1.10
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.