Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.81%
3 year
6.24%
5 year
7.08%
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.)
17.42%
Sharpe
0.38
Sortino
0.64
Max drawdown
-29.45%
Best month
16.58%
Worst month
-17.83%
Beta vs VTSAX
1.10
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.