Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.41%
3 year
11.17%
5 year
7.70%
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.)
17.04%
Sharpe
0.60
Sortino
1.00
Max drawdown
-35.47%
Best month
17.33%
Worst month
-26.95%
Beta vs VTSAX
1.18
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.