Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.13%
3 year
8.94%
5 year
7.98%
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.)
10.34%
Sharpe
0.97
Sortino
1.61
Max drawdown
-21.55%
Best month
9.52%
Worst month
-13.08%
Beta vs VTSAX
0.54
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.