Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.39%
3 year
6.43%
5 year
8.69%
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
80 months through March 31, 2026Volatility (ann.)
14.30%
Sharpe
0.52
Sortino
0.85
Max drawdown
-29.55%
Best month
14.02%
Worst month
-19.81%
Beta vs VTSAX
0.92
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.