Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.25%
3 year
7.78%
5 year
5.93%
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.)
16.43%
Sharpe
0.46
Sortino
0.77
Max drawdown
-28.96%
Best month
11.29%
Worst month
-17.19%
Beta vs VTSAX
0.92
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.