Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.92%
3 year
7.57%
5 year
5.26%
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.)
16.13%
Sharpe
0.48
Sortino
0.78
Max drawdown
-31.25%
Best month
12.47%
Worst month
-19.77%
Beta vs VTSAX
0.88
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.