Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.52%
3 year
15.12%
5 year
4.24%
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.)
17.42%
Sharpe
0.58
Sortino
0.99
Max drawdown
-33.32%
Best month
16.08%
Worst month
-13.14%
Beta vs VTSAX
1.27
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.