Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.03%
3 year
15.35%
5 year
11.44%
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.)
12.76%
Sharpe
1.12
Sortino
2.06
Max drawdown
-31.02%
Best month
16.12%
Worst month
-20.02%
Beta vs VTSAX
0.89
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.