Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.78%
3 year
8.67%
5 year
7.21%
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.)
16.19%
Sharpe
0.48
Sortino
0.78
Max drawdown
-28.02%
Best month
13.78%
Worst month
-19.55%
Beta vs VTSAX
1.01
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.