Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.55%
3 year
11.86%
5 year
9.85%
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.)
17.13%
Sharpe
0.70
Sortino
1.30
Max drawdown
-27.46%
Best month
14.02%
Worst month
-23.23%
Beta vs VTSAX
1.10
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.