Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.64%
3 year
18.78%
5 year
22.06%
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.)
14.78%
Sharpe
1.84
Sortino
4.05
Max drawdown
-50.03%
Best month
32.15%
Worst month
-41.43%
Beta vs VTSAX
0.50
Correlation
0.42
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.