Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.05%
3 year
24.72%
5 year
15.75%
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.)
22.42%
Sharpe
1.25
Sortino
2.96
Max drawdown
-23.83%
Best month
22.11%
Worst month
-13.56%
Beta vs VTSAX
0.86
Correlation
0.48
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.