Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.05%
3 year
11.89%
5 year
10.16%
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.)
19.38%
Sharpe
0.63
Sortino
1.23
Max drawdown
-39.50%
Best month
16.09%
Worst month
-25.58%
Beta vs VTSAX
1.07
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.