Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.62%
3 year
10.20%
5 year
11.90%
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
-32.25%
Beta vs VTSAX
1.36
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.