Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.71%
3 year
11.77%
5 year
8.91%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
69 months through March 31, 2026Volatility (ann.)
14.69%
Sharpe
0.52
Sortino
0.94
Max drawdown
-26.72%
Best month
13.74%
Worst month
-9.70%
Beta vs VTSAX
0.45
Correlation
0.39
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.