Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.04%
3 year
8.99%
5 year
7.39%
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.)
12.28%
Sharpe
0.72
Sortino
1.22
Max drawdown
-23.06%
Best month
10.91%
Worst month
-15.53%
Beta vs VTSAX
0.83
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.