Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.59%
3 year
13.34%
5 year
7.33%
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.)
6.51%
Sharpe
1.58
Sortino
2.81
Max drawdown
-15.99%
Best month
5.67%
Worst month
-5.57%
Beta vs VTSAX
0.49
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.