Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.17%
3 year
10.46%
5 year
10.61%
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.)
16.86%
Sharpe
0.66
Sortino
1.22
Max drawdown
-33.02%
Best month
18.62%
Worst month
-22.34%
Beta vs VTSAX
1.00
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.