Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.65%
3 year
11.60%
5 year
5.14%
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.)
9.87%
Sharpe
0.97
Sortino
1.65
Max drawdown
-21.22%
Best month
7.45%
Worst month
-9.77%
Beta vs VTSAX
0.75
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.