Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.71%
3 year
12.73%
5 year
3.09%
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.)
17.38%
Sharpe
0.51
Sortino
0.84
Max drawdown
-36.36%
Best month
16.33%
Worst month
-18.39%
Beta vs VTSAX
0.62
Correlation
0.45
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.