Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.31%
3 year
7.52%
5 year
8.45%
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.)
14.91%
Sharpe
0.54
Sortino
0.92
Max drawdown
-16.25%
Best month
15.48%
Worst month
-9.06%
Beta vs VTSAX
0.89
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.