Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.42%
3 year
6.40%
5 year
6.73%
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.)
14.47%
Sharpe
0.46
Sortino
0.87
Max drawdown
-24.61%
Best month
10.88%
Worst month
-16.09%
Beta vs VTSAX
0.73
Correlation
0.64
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.