Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.56%
3 year
12.56%
5 year
2.94%
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.)
17.38%
Sharpe
0.50
Sortino
0.83
Max drawdown
-36.44%
Best month
16.31%
Worst month
-18.40%
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.