Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.49%
3 year
13.44%
5 year
12.15%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
12.27%
Sharpe
1.16
Sortino
2.02
Max drawdown
-30.24%
Best month
15.36%
Worst month
-19.13%
Beta vs VTSAX
0.84
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.