Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.59%
3 year
9.61%
5 year
5.73%
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
75 months through March 31, 2026Volatility (ann.)
9.80%
Sharpe
1.02
Sortino
1.83
Max drawdown
-17.59%
Best month
6.34%
Worst month
-5.78%
Beta vs VTSAX
0.69
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.