Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.21%
3 year
13.87%
5 year
11.68%
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.)
18.23%
Sharpe
0.66
Sortino
1.16
Max drawdown
-29.87%
Best month
17.15%
Worst month
-20.11%
Beta vs VTSAX
1.22
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.