Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.40%
3 year
6.98%
5 year
6.57%
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.)
5.33%
Sharpe
1.67
Sortino
3.31
Max drawdown
-14.58%
Best month
4.53%
Worst month
-11.62%
Beta vs VTSAX
0.25
Correlation
0.58
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.