Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.83%
3 year
7.26%
5 year
6.52%
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.)
13.77%
Sharpe
0.80
Sortino
1.31
Max drawdown
-19.48%
Best month
8.29%
Worst month
-11.38%
Beta vs VTSAX
0.52
Correlation
0.47
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.