Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.04%
3 year
3.12%
5 year
19.83%
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.)
19.35%
Sharpe
0.86
Sortino
1.52
Max drawdown
-57.41%
Best month
34.43%
Worst month
-41.09%
Beta vs VTSAX
0.40
Correlation
0.26
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.