Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.22%
3 year
11.26%
5 year
8.03%
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.)
12.32%
Sharpe
0.50
Sortino
0.87
Max drawdown
-24.81%
Best month
12.72%
Worst month
-9.13%
Beta vs VTSAX
0.89
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.