Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.00%
3 year
16.12%
5 year
10.90%
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.)
14.09%
Sharpe
0.98
Sortino
1.78
Max drawdown
-12.70%
Best month
11.65%
Worst month
-6.78%
Beta vs VTSAX
1.02
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.