Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.93%
3 year
10.90%
5 year
9.44%
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.)
17.95%
Sharpe
0.70
Sortino
1.26
Max drawdown
-21.87%
Best month
19.98%
Worst month
-10.03%
Beta vs VTSAX
1.14
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.