Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.34%
3 year
4.04%
5 year
2.35%
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.)
13.36%
Sharpe
0.11
Sortino
0.16
Max drawdown
-15.78%
Best month
8.09%
Worst month
-9.30%
Beta vs VTSAX
0.76
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.