Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.53%
3 year
15.75%
5 year
8.09%
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.)
17.93%
Sharpe
0.59
Sortino
0.98
Max drawdown
-37.78%
Best month
14.26%
Worst month
-18.23%
Beta vs VTSAX
0.67
Correlation
0.47
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.