Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.35%
3 year
9.19%
5 year
9.99%
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.)
18.46%
Sharpe
0.54
Sortino
0.95
Max drawdown
-40.44%
Best month
21.56%
Worst month
-29.05%
Beta vs VTSAX
1.13
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.