Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.27%
3 year
6.03%
5 year
2.77%
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.)
14.65%
Sharpe
0.33
Sortino
0.52
Max drawdown
-26.46%
Best month
12.64%
Worst month
-14.44%
Beta vs VTSAX
0.72
Correlation
0.62
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.