Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.57%
3 year
11.01%
5 year
8.87%
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.)
15.32%
Sharpe
0.74
Sortino
1.29
Max drawdown
-26.23%
Best month
11.69%
Worst month
-15.67%
Beta vs VTSAX
0.97
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.