Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.56%
3 year
6.28%
5 year
2.27%
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.)
15.89%
Sharpe
0.40
Sortino
0.60
Max drawdown
-32.22%
Best month
10.87%
Worst month
-19.77%
Beta vs VTSAX
0.89
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.