Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.63%
3 year
16.46%
5 year
6.79%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
63 months through March 31, 2026Volatility (ann.)
13.32%
Sharpe
0.86
Sortino
1.53
Max drawdown
-38.27%
Best month
10.73%
Worst month
-9.96%
Beta vs VTSAX
0.60
Correlation
0.57
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.