Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.92%
3 year
10.91%
5 year
7.21%
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.)
8.41%
Sharpe
0.95
Sortino
1.58
Max drawdown
-20.72%
Best month
7.31%
Worst month
-8.61%
Beta vs VTSAX
0.63
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.