Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.68%
3 year
12.51%
5 year
11.58%
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.)
12.01%
Sharpe
0.97
Sortino
1.82
Max drawdown
-31.02%
Best month
11.97%
Worst month
-20.16%
Beta vs VTSAX
0.68
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.