Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.09%
3 year
14.73%
5 year
3.05%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
66 months through March 31, 2026Volatility (ann.)
11.01%
Sharpe
0.87
Sortino
1.56
Max drawdown
-33.31%
Best month
9.15%
Worst month
-10.37%
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.