Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.41%
3 year
11.68%
5 year
4.74%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
73 months through March 31, 2026Volatility (ann.)
14.74%
Sharpe
0.52
Sortino
0.86
Max drawdown
-28.02%
Best month
15.42%
Worst month
-10.71%
Beta vs VTSAX
1.09
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.