Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.26%
3 year
13.80%
5 year
8.25%
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.)
11.19%
Sharpe
1.71
Sortino
3.57
Max drawdown
-30.65%
Best month
12.52%
Worst month
-8.66%
Beta vs VTSAX
0.44
Correlation
0.50
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.