Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.84%
3 year
10.46%
5 year
8.89%
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.)
14.54%
Sharpe
0.86
Sortino
1.55
Max drawdown
-30.25%
Best month
10.70%
Worst month
-20.18%
Beta vs VTSAX
0.50
Correlation
0.44
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.