Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.26%
3 year
7.58%
5 year
4.71%
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.)
16.81%
Sharpe
0.42
Sortino
0.66
Max drawdown
-31.16%
Best month
14.06%
Worst month
-23.63%
Beta vs VTSAX
1.15
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.