Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.13%
3 year
8.54%
5 year
4.73%
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.)
5.20%
Sharpe
1.34
Sortino
2.41
Max drawdown
-10.26%
Best month
5.00%
Worst month
-6.86%
Beta vs VTSAX
0.37
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.