Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.78%
3 year
11.36%
5 year
2.39%
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
80 months through March 31, 2026Volatility (ann.)
18.07%
Sharpe
0.41
Sortino
0.70
Max drawdown
-31.55%
Best month
16.86%
Worst month
-16.50%
Beta vs VTSAX
1.28
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.