Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.36%
3 year
7.72%
5 year
4.54%
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.)
7.73%
Sharpe
1.01
Sortino
1.70
Max drawdown
-18.24%
Best month
8.89%
Worst month
-11.79%
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.