Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.63%
3 year
15.86%
5 year
8.13%
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.)
8.61%
Sharpe
1.55
Sortino
3.02
Max drawdown
-25.15%
Best month
7.85%
Worst month
-9.04%
Beta vs VTSAX
0.22
Correlation
0.32
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.