Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.71%
3 year
12.49%
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.)
6.50%
Sharpe
1.46
Sortino
2.52
Max drawdown
-16.48%
Best month
5.61%
Worst month
-5.65%
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.