Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.46%
3 year
9.21%
5 year
6.59%
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.)
15.26%
Sharpe
0.64
Sortino
1.06
Max drawdown
-31.33%
Best month
11.04%
Worst month
-18.89%
Beta vs VTSAX
0.89
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.