Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.80%
3 year
12.05%
5 year
6.05%
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.)
15.76%
Sharpe
0.50
Sortino
0.81
Max drawdown
-23.60%
Best month
11.41%
Worst month
-16.12%
Beta vs VTSAX
1.07
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.