Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.63%
3 year
8.58%
5 year
4.21%
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
75 months through March 31, 2026Volatility (ann.)
13.27%
Sharpe
0.58
Sortino
0.99
Max drawdown
-27.95%
Best month
14.98%
Worst month
-19.39%
Beta vs VTSAX
0.90
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.