Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.15%
3 year
15.57%
5 year
10.81%
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.)
16.45%
Sharpe
0.97
Sortino
1.76
Max drawdown
-28.28%
Best month
15.98%
Worst month
-21.68%
Beta vs VTSAX
1.13
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.