Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.59%
3 year
11.44%
5 year
2.91%
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.)
18.29%
Sharpe
0.68
Sortino
1.23
Max drawdown
-35.26%
Best month
18.50%
Worst month
-25.77%
Beta vs VTSAX
1.15
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.