Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.20%
3 year
8.54%
5 year
5.33%
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.)
7.72%
Sharpe
1.12
Sortino
1.91
Max drawdown
-17.85%
Best month
9.03%
Worst month
-11.65%
Beta vs VTSAX
0.43
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.