Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.64%
3 year
13.53%
5 year
7.61%
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.)
14.57%
Sharpe
0.57
Sortino
0.98
Max drawdown
-29.98%
Best month
14.19%
Worst month
-18.09%
Beta vs VTSAX
0.56
Correlation
0.48
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.