Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.84%
3 year
10.50%
5 year
10.10%
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.)
17.32%
Sharpe
0.72
Sortino
1.31
Max drawdown
-33.77%
Best month
16.69%
Worst month
-22.55%
Beta vs VTSAX
1.06
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.