Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.93%
3 year
5.89%
5 year
5.40%
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.)
11.25%
Sharpe
0.83
Sortino
1.39
Max drawdown
-20.79%
Best month
8.91%
Worst month
-12.51%
Beta vs VTSAX
0.49
Correlation
0.55
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.