Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.79%
3 year
8.61%
5 year
3.73%
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.)
4.60%
Sharpe
1.54
Sortino
2.84
Max drawdown
-13.09%
Best month
3.84%
Worst month
-6.07%
Beta vs VTSAX
0.32
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.