Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.84%
3 year
13.17%
5 year
7.11%
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.)
15.77%
Sharpe
0.57
Sortino
0.93
Max drawdown
-23.47%
Best month
11.48%
Worst month
-16.04%
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.