Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.37%
3 year
8.12%
5 year
2.99%
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.)
5.61%
Sharpe
1.12
Sortino
2.00
Max drawdown
-15.68%
Best month
4.95%
Worst month
-5.15%
Beta vs VTSAX
0.38
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.