Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.95%
3 year
9.05%
5 year
8.30%
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.)
8.02%
Sharpe
1.07
Sortino
1.67
Max drawdown
-18.43%
Best month
7.55%
Worst month
-11.20%
Beta vs VTSAX
0.52
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.