Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.25%
3 year
6.72%
5 year
-2.19%
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.)
11.13%
Sharpe
0.45
Sortino
0.68
Max drawdown
-34.74%
Best month
9.54%
Worst month
-14.03%
Beta vs VTSAX
0.81
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.