Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.45%
3 year
6.65%
5 year
5.47%
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.)
9.67%
Sharpe
0.87
Sortino
1.49
Max drawdown
-35.56%
Best month
16.75%
Worst month
-31.11%
Beta vs VTSAX
0.49
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.