Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.24%
3 year
11.63%
5 year
4.10%
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.)
8.87%
Sharpe
1.02
Sortino
1.74
Max drawdown
-27.40%
Best month
8.10%
Worst month
-10.12%
Beta vs VTSAX
0.37
Correlation
0.52
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.