Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.92%
3 year
25.43%
5 year
11.86%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Dec. 31, 2025Volatility (ann.)
16.48%
Sharpe
1.54
Sortino
3.06
Max drawdown
-30.22%
Best month
13.93%
Worst month
-11.37%
Beta vs VTSAX
1.12
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.