Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.27%
3 year
11.63%
5 year
8.97%
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.)
18.85%
Sharpe
0.63
Sortino
1.20
Max drawdown
-22.02%
Best month
18.21%
Worst month
-10.06%
Beta vs VTSAX
1.20
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.