Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.87%
3 year
10.85%
5 year
4.75%
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
75 months through March 31, 2026Volatility (ann.)
9.29%
Sharpe
0.99
Sortino
1.74
Max drawdown
-22.10%
Best month
6.56%
Worst month
-6.82%
Beta vs VTSAX
0.72
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.