Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.26%
3 year
11.15%
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.)
14.27%
Sharpe
0.69
Sortino
1.20
Max drawdown
-23.92%
Best month
14.75%
Worst month
-17.73%
Beta vs VTSAX
1.03
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.