Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.39%
3 year
7.22%
5 year
3.72%
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.)
8.68%
Sharpe
0.80
Sortino
1.26
Max drawdown
-21.61%
Best month
9.41%
Worst month
-14.95%
Beta vs VTSAX
0.44
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.