Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.48%
3 year
9.29%
5 year
3.25%
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
1.08
Sortino
1.88
Max drawdown
-20.55%
Best month
6.72%
Worst month
-10.00%
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.