Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.64%
3 year
8.02%
5 year
5.78%
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.)
15.19%
Sharpe
0.55
Sortino
0.90
Max drawdown
-31.79%
Best month
10.05%
Worst month
-17.33%
Beta vs VTSAX
0.89
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.