Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.09%
3 year
7.79%
5 year
9.68%
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
79 months through March 31, 2026Volatility (ann.)
19.86%
Sharpe
0.49
Sortino
0.91
Max drawdown
-40.76%
Best month
19.81%
Worst month
-27.83%
Beta vs VTSAX
1.14
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.