Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.57%
3 year
10.10%
5 year
5.62%
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.)
18.71%
Sharpe
0.45
Sortino
0.77
Max drawdown
-27.75%
Best month
14.74%
Worst month
-19.64%
Beta vs VTSAX
1.25
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.