Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.71%
3 year
8.11%
5 year
2.55%
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
75 months through March 31, 2026Volatility (ann.)
7.66%
Sharpe
0.87
Sortino
1.49
Max drawdown
-15.98%
Best month
5.85%
Worst month
-6.08%
Beta vs VTSAX
0.49
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.