Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.00%
3 year
14.57%
5 year
2.89%
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.)
10.98%
Sharpe
0.86
Sortino
1.53
Max drawdown
-33.49%
Best month
10.53%
Worst month
-11.03%
Beta vs VTSAX
0.81
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.