Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.92%
3 year
14.99%
5 year
1.92%
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.)
15.55%
Sharpe
0.49
Sortino
0.77
Max drawdown
-40.70%
Best month
17.11%
Worst month
-22.06%
Beta vs VTSAX
1.02
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.