Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.01%
3 year
10.62%
5 year
3.11%
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.)
15.61%
Sharpe
0.44
Sortino
0.71
Max drawdown
-36.84%
Best month
14.99%
Worst month
-16.93%
Beta vs VTSAX
0.32
Correlation
0.25
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.