Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.17%
3 year
14.37%
5 year
4.10%
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.)
17.80%
Sharpe
0.77
Sortino
1.32
Max drawdown
-37.38%
Best month
15.70%
Worst month
-18.33%
Beta vs VTSAX
0.34
Correlation
0.24
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.