Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.79%
3 year
15.90%
5 year
9.82%
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.)
11.89%
Sharpe
1.00
Sortino
1.77
Max drawdown
-26.15%
Best month
12.43%
Worst month
-8.75%
Beta vs VTSAX
0.89
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.