Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.62%
3 year
7.98%
5 year
-1.11%
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.)
14.88%
Sharpe
0.56
Sortino
0.92
Max drawdown
-30.00%
Best month
10.24%
Worst month
-12.17%
Beta vs VTSAX
0.86
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.