Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.71%
3 year
13.68%
5 year
12.73%
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.)
11.97%
Sharpe
1.07
Sortino
2.06
Max drawdown
-30.81%
Best month
12.05%
Worst month
-20.00%
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.