Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.96%
3 year
8.13%
5 year
6.85%
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.)
14.61%
Sharpe
0.32
Sortino
0.52
Max drawdown
-34.82%
Best month
15.43%
Worst month
-25.20%
Beta vs VTSAX
0.93
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.