Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.74%
3 year
15.17%
5 year
8.22%
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.)
7.63%
Sharpe
1.68
Sortino
3.29
Max drawdown
-18.26%
Best month
6.40%
Worst month
-4.65%
Beta vs VTSAX
0.56
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.