Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.77%
3 year
6.72%
5 year
3.23%
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.)
8.55%
Sharpe
0.77
Sortino
1.21
Max drawdown
-21.96%
Best month
9.41%
Worst month
-15.04%
Beta vs VTSAX
0.43
Correlation
0.64
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.