Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-3.09%
3 year
10.71%
5 year
6.62%
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.)
13.14%
Sharpe
0.47
Sortino
0.81
Max drawdown
-20.69%
Best month
11.58%
Worst month
-12.42%
Beta vs VTSAX
0.87
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.