Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.54%
3 year
16.10%
5 year
1.46%
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.)
19.50%
Sharpe
0.59
Sortino
1.06
Max drawdown
-39.36%
Best month
16.64%
Worst month
-16.01%
Beta vs VTSAX
1.37
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.