Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.04%
3 year
16.15%
5 year
10.93%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
70 months through March 31, 2026Volatility (ann.)
14.07%
Sharpe
0.98
Sortino
1.79
Max drawdown
-12.68%
Best month
11.64%
Worst month
-6.79%
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.