Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.94%
3 year
7.30%
5 year
5.89%
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.)
12.75%
Sharpe
0.80
Sortino
1.38
Max drawdown
-22.29%
Best month
8.75%
Worst month
-15.39%
Beta vs VTSAX
0.51
Correlation
0.50
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.