Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.11%
3 year
13.13%
5 year
3.45%
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.)
17.39%
Sharpe
0.53
Sortino
0.89
Max drawdown
-36.19%
Best month
16.37%
Worst month
-18.37%
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.