Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.02%
3 year
12.67%
5 year
4.95%
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.)
18.24%
Sharpe
0.53
Sortino
0.93
Max drawdown
-31.54%
Best month
17.22%
Worst month
-20.42%
Beta vs VTSAX
1.26
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.