Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.57%
3 year
22.68%
5 year
12.51%
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
79 months through March 31, 2026Volatility (ann.)
11.43%
Sharpe
1.80
Sortino
3.79
Max drawdown
-9.37%
Best month
9.10%
Worst month
-9.22%
Beta vs VTSAX
0.86
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.