Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.66%
3 year
14.56%
5 year
6.40%
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.)
10.18%
Sharpe
1.13
Sortino
1.98
Max drawdown
-28.91%
Best month
10.10%
Worst month
-13.32%
Beta vs VTSAX
0.43
Correlation
0.54
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.