Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.63%
3 year
7.69%
5 year
3.16%
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.)
5.09%
Sharpe
1.31
Sortino
2.40
Max drawdown
-12.68%
Best month
4.35%
Worst month
-5.20%
Beta vs VTSAX
0.34
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.