Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.33%
3 year
7.66%
5 year
8.46%
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
75 months through March 31, 2026Volatility (ann.)
9.62%
Sharpe
0.86
Sortino
1.46
Max drawdown
-19.94%
Best month
14.82%
Worst month
-11.88%
Beta vs VTSAX
0.58
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.