Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.73%
3 year
9.16%
5 year
5.37%
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.)
5.22%
Sharpe
1.45
Sortino
2.70
Max drawdown
-9.82%
Best month
5.13%
Worst month
-6.89%
Beta vs VTSAX
0.38
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.