Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.18%
3 year
9.04%
5 year
2.99%
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.)
7.33%
Sharpe
1.04
Sortino
1.79
Max drawdown
-20.77%
Best month
6.80%
Worst month
-10.04%
Beta vs VTSAX
0.52
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.