Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.96%
3 year
10.00%
5 year
4.57%
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
78 months through March 31, 2026Volatility (ann.)
18.67%
Sharpe
0.40
Sortino
0.65
Max drawdown
-24.20%
Best month
17.80%
Worst month
-13.82%
Beta vs VTSAX
0.80
Correlation
0.54
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.