Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.67%
3 year
8.83%
5 year
4.62%
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.)
17.84%
Sharpe
0.44
Sortino
0.73
Max drawdown
-24.56%
Best month
16.50%
Worst month
-9.44%
Beta vs VTSAX
1.26
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.