Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.53%
3 year
9.43%
5 year
2.42%
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.)
7.68%
Sharpe
0.96
Sortino
1.62
Max drawdown
-25.53%
Best month
6.23%
Worst month
-7.05%
Beta vs VTSAX
0.30
Correlation
0.49
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.