Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.45%
3 year
10.84%
5 year
10.14%
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.)
17.24%
Sharpe
0.72
Sortino
1.45
Max drawdown
-36.86%
Best month
12.69%
Worst month
-26.10%
Beta vs VTSAX
1.00
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.