Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.09%
3 year
10.71%
5 year
10.03%
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.)
14.69%
Sharpe
0.74
Sortino
1.29
Max drawdown
-30.89%
Best month
13.31%
Worst month
-21.43%
Beta vs VTSAX
0.98
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.