Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.51%
3 year
13.80%
5 year
3.56%
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.)
17.88%
Sharpe
0.74
Sortino
1.25
Max drawdown
-37.49%
Best month
15.61%
Worst month
-18.29%
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.