Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.22%
3 year
5.80%
5 year
7.04%
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.)
8.83%
Sharpe
0.89
Sortino
1.57
Max drawdown
-13.05%
Best month
5.50%
Worst month
-6.79%
Beta vs VTSAX
0.38
Correlation
0.54
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.