Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.85%
3 year
10.58%
5 year
12.36%
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
75 months through March 31, 2026Volatility (ann.)
19.26%
Sharpe
0.63
Sortino
1.20
Max drawdown
-38.82%
Best month
18.41%
Worst month
-28.32%
Beta vs VTSAX
1.17
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.