Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.86%
3 year
13.71%
5 year
7.36%
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.)
17.36%
Sharpe
0.75
Sortino
1.33
Max drawdown
-30.07%
Best month
16.01%
Worst month
-21.84%
Beta vs VTSAX
1.23
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.