Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.30%
3 year
12.70%
5 year
4.12%
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.)
17.68%
Sharpe
0.50
Sortino
0.80
Max drawdown
-28.02%
Best month
17.02%
Worst month
-21.16%
Beta vs VTSAX
1.31
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.