Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.68%
3 year
10.57%
5 year
6.66%
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.)
15.37%
Sharpe
0.63
Sortino
1.05
Max drawdown
-21.35%
Best month
12.51%
Worst month
-9.12%
Beta vs VTSAX
0.41
Correlation
0.34
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.