Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.91%
3 year
13.25%
5 year
10.10%
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.)
10.93%
Sharpe
0.93
Sortino
1.54
Max drawdown
-22.63%
Best month
10.95%
Worst month
-11.06%
Beta vs VTSAX
0.83
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.