Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.61%
3 year
11.29%
5 year
8.41%
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.)
13.29%
Sharpe
0.78
Sortino
1.27
Max drawdown
-29.21%
Best month
13.83%
Worst month
-18.86%
Beta vs VTSAX
0.82
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.