Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.91%
3 year
5.99%
5 year
1.01%
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.)
6.45%
Sharpe
0.74
Sortino
1.19
Max drawdown
-17.26%
Best month
4.89%
Worst month
-7.00%
Beta vs VTSAX
0.39
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.