Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.34%
3 year
7.90%
5 year
3.47%
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.)
6.77%
Sharpe
1.05
Sortino
1.83
Max drawdown
-16.53%
Best month
5.40%
Worst month
-11.75%
Beta vs VTSAX
0.44
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.