Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.42%
3 year
15.89%
5 year
11.12%
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.)
16.41%
Sharpe
1.00
Sortino
1.81
Max drawdown
-28.20%
Best month
16.01%
Worst month
-21.63%
Beta vs VTSAX
1.12
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.