Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.77%
3 year
2.87%
5 year
19.53%
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
0.84
Sortino
1.49
Max drawdown
-57.47%
Best month
34.37%
Worst month
-41.08%
Beta vs VTSAX
0.41
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.