Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.35%
3 year
7.36%
5 year
4.78%
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
80 months through March 31, 2026Volatility (ann.)
3.95%
Sharpe
1.93
Sortino
4.38
Max drawdown
-17.81%
Best month
4.35%
Worst month
-5.45%
Beta vs VTSAX
0.17
Correlation
0.56
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.