Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.11%
3 year
10.79%
5 year
7.23%
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.)
9.96%
Sharpe
0.99
Sortino
1.55
Max drawdown
-16.85%
Best month
6.76%
Worst month
-7.87%
Beta vs VTSAX
0.57
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.