Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.58%
3 year
6.66%
5 year
1.44%
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.)
7.67%
Sharpe
0.67
Sortino
1.11
Max drawdown
-16.67%
Best month
5.87%
Worst month
-6.19%
Beta vs VTSAX
0.49
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.