Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.05%
3 year
18.96%
5 year
9.55%
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.)
13.87%
Sharpe
0.92
Sortino
1.59
Max drawdown
-36.05%
Best month
11.61%
Worst month
-10.51%
Beta vs VTSAX
0.63
Correlation
0.57
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.