Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.97%
3 year
21.06%
5 year
6.63%
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.)
14.19%
Sharpe
0.84
Sortino
1.45
Max drawdown
-43.99%
Best month
14.88%
Worst month
-13.98%
Beta vs VTSAX
0.31
Correlation
0.28
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.