Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.67%
3 year
9.27%
5 year
8.87%
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.)
17.30%
Sharpe
0.65
Sortino
1.16
Max drawdown
-33.94%
Best month
16.59%
Worst month
-22.61%
Beta vs VTSAX
1.06
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.