Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.80%
3 year
8.74%
5 year
4.88%
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.)
8.58%
Sharpe
1.02
Sortino
1.88
Max drawdown
-26.35%
Best month
8.17%
Worst month
-22.39%
Beta vs VTSAX
0.45
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.