Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.15%
3 year
6.90%
5 year
3.14%
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
75 months through March 31, 2026Volatility (ann.)
4.27%
Sharpe
2.06
Sortino
4.64
Max drawdown
-12.84%
Best month
9.94%
Worst month
-3.37%
Beta vs VTSAX
0.22
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.