Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.43%
3 year
12.86%
5 year
8.06%
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.)
18.51%
Sharpe
0.60
Sortino
1.07
Max drawdown
-31.57%
Best month
16.29%
Worst month
-22.26%
Beta vs VTSAX
0.25
Correlation
0.17
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.