Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.70%
3 year
16.44%
5 year
6.74%
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
72 months through March 31, 2026Volatility (ann.)
13.34%
Sharpe
0.86
Sortino
1.53
Max drawdown
-38.48%
Best month
12.68%
Worst month
-9.97%
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.