Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.44%
3 year
6.82%
5 year
5.14%
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.)
13.98%
Sharpe
0.38
Sortino
0.59
Max drawdown
-21.07%
Best month
13.61%
Worst month
-8.83%
Beta vs VTSAX
0.77
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.