Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.08%
3 year
8.76%
5 year
4.24%
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.)
16.36%
Sharpe
0.44
Sortino
0.73
Max drawdown
-30.41%
Best month
12.52%
Worst month
-20.13%
Beta vs VTSAX
1.16
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.