Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.46%
3 year
11.83%
5 year
9.42%
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.)
13.89%
Sharpe
0.86
Sortino
1.64
Max drawdown
-23.63%
Best month
14.43%
Worst month
-14.89%
Beta vs VTSAX
0.72
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.