Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.19%
3 year
20.38%
5 year
11.23%
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.)
12.42%
Sharpe
1.13
Sortino
1.99
Max drawdown
-38.56%
Best month
15.56%
Worst month
-11.59%
Beta vs VTSAX
0.14
Correlation
0.15
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.