Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.05%
3 year
7.84%
5 year
1.97%
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.)
6.72%
Sharpe
0.92
Sortino
1.57
Max drawdown
-17.52%
Best month
5.68%
Worst month
-5.36%
Beta vs VTSAX
0.41
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.