Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.60%
3 year
10.41%
5 year
6.21%
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.)
6.74%
Sharpe
1.25
Sortino
1.97
Max drawdown
-17.89%
Best month
7.34%
Worst month
-6.23%
Beta vs VTSAX
0.47
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.