Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.18%
3 year
12.97%
5 year
12.48%
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.)
11.83%
Sharpe
1.13
Sortino
1.93
Max drawdown
-26.07%
Best month
13.11%
Worst month
-16.58%
Beta vs VTSAX
0.77
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.