Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.77%
3 year
5.69%
5 year
4.16%
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.)
9.63%
Sharpe
0.61
Sortino
1.03
Max drawdown
-24.70%
Best month
9.28%
Worst month
-14.81%
Beta vs VTSAX
0.60
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.