Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.95%
3 year
8.76%
5 year
2.73%
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.)
7.34%
Sharpe
1.00
Sortino
1.71
Max drawdown
-21.05%
Best month
6.74%
Worst month
-10.05%
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.