Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.13%
3 year
16.42%
5 year
8.68%
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.)
8.62%
Sharpe
1.62
Sortino
3.19
Max drawdown
-24.95%
Best month
7.96%
Worst month
-8.99%
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.