Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.65%
3 year
7.65%
5 year
9.91%
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
0.61
Sortino
1.02
Max drawdown
-29.35%
Best month
14.12%
Worst month
-19.74%
Beta vs VTSAX
0.91
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.