Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.87%
3 year
12.70%
5 year
6.98%
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
63 months through March 31, 2026Volatility (ann.)
6.55%
Sharpe
1.37
Sortino
2.37
Max drawdown
-14.17%
Best month
5.78%
Worst month
-5.88%
Beta vs VTSAX
0.48
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.