Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.01%
3 year
10.06%
5 year
7.77%
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.)
13.63%
Sharpe
0.40
Sortino
0.64
Max drawdown
-19.58%
Best month
10.62%
Worst month
-13.09%
Beta vs VTSAX
0.93
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.