Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.22%
3 year
11.58%
5 year
7.94%
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.)
18.69%
Sharpe
0.63
Sortino
1.10
Max drawdown
-30.92%
Best month
12.85%
Worst month
-18.80%
Beta vs VTSAX
0.66
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.