Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.91%
3 year
8.44%
5 year
3.99%
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.)
6.82%
Sharpe
1.12
Sortino
1.98
Max drawdown
-16.23%
Best month
5.45%
Worst month
-11.71%
Beta vs VTSAX
0.45
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.