Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.10%
3 year
6.60%
5 year
2.26%
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.)
7.38%
Sharpe
0.85
Sortino
1.41
Max drawdown
-17.47%
Best month
6.09%
Worst month
-9.00%
Beta vs VTSAX
0.46
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.