Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.97%
3 year
14.66%
5 year
6.35%
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.)
15.10%
Sharpe
0.60
Sortino
1.04
Max drawdown
-25.92%
Best month
13.29%
Worst month
-15.31%
Beta vs VTSAX
1.12
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.