Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.92%
3 year
15.50%
5 year
15.37%
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.)
17.50%
Sharpe
0.89
Sortino
1.75
Max drawdown
-37.41%
Best month
19.72%
Worst month
-27.06%
Beta vs VTSAX
1.10
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.