Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.53%
3 year
11.86%
5 year
7.17%
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
75 months through March 31, 2026Volatility (ann.)
11.00%
Sharpe
0.61
Sortino
0.96
Max drawdown
-19.00%
Best month
9.55%
Worst month
-11.68%
Beta vs VTSAX
0.83
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.