Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.63%
3 year
15.41%
5 year
5.91%
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.)
9.32%
Sharpe
1.40
Sortino
2.50
Max drawdown
-21.50%
Best month
7.36%
Worst month
-7.18%
Beta vs VTSAX
0.67
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.