Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.73%
3 year
11.13%
5 year
9.71%
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
75 months through March 31, 2026Volatility (ann.)
13.42%
Sharpe
0.57
Sortino
0.88
Max drawdown
-25.43%
Best month
15.35%
Worst month
-14.08%
Beta vs VTSAX
0.96
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.