Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.60%
3 year
17.07%
5 year
6.52%
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
75 months through March 31, 2026Volatility (ann.)
26.77%
Sharpe
0.73
Sortino
1.32
Max drawdown
-36.49%
Best month
17.25%
Worst month
-14.22%
Beta vs VTSAX
1.55
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.