Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.05%
3 year
7.83%
5 year
2.65%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through March 31, 2026Volatility (ann.)
6.00%
Sharpe
1.05
Sortino
1.84
Max drawdown
-15.71%
Best month
5.07%
Worst month
-5.20%
Beta vs VTSAX
0.40
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.