Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.39%
3 year
10.91%
5 year
11.03%
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.)
12.42%
Sharpe
0.95
Sortino
1.60
Max drawdown
-29.57%
Best month
16.84%
Worst month
-17.92%
Beta vs VTSAX
0.72
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.