Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.09%
3 year
10.61%
5 year
4.86%
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.)
6.71%
Sharpe
1.28
Sortino
2.27
Max drawdown
-18.76%
Best month
6.13%
Worst month
-6.25%
Beta vs VTSAX
0.48
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.