Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.22%
3 year
12.21%
5 year
2.63%
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.)
18.55%
Sharpe
0.43
Sortino
0.67
Max drawdown
-31.02%
Best month
17.99%
Worst month
-17.32%
Beta vs VTSAX
1.38
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.