Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.68%
3 year
13.81%
5 year
8.77%
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.)
14.89%
Sharpe
1.00
Sortino
1.80
Max drawdown
-26.87%
Best month
9.67%
Worst month
-12.82%
Beta vs VTSAX
1.01
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.