Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.59%
3 year
10.18%
5 year
11.88%
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.)
22.97%
Sharpe
0.48
Sortino
0.90
Max drawdown
-50.77%
Best month
23.94%
Worst month
-32.24%
Beta vs VTSAX
1.36
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.