Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.16%
3 year
10.26%
5 year
6.70%
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.)
15.15%
Sharpe
0.50
Sortino
0.79
Max drawdown
-31.42%
Best month
16.10%
Worst month
-21.07%
Beta vs VTSAX
0.99
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.