Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.66%
3 year
12.02%
5 year
5.72%
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.)
14.50%
Sharpe
0.74
Sortino
1.23
Max drawdown
-29.67%
Best month
10.97%
Worst month
-12.25%
Beta vs VTSAX
0.90
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.