Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.03%
3 year
12.11%
5 year
4.66%
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.)
16.68%
Sharpe
0.68
Sortino
1.20
Max drawdown
-27.73%
Best month
14.79%
Worst month
-19.12%
Beta vs VTSAX
1.16
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.