Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.82%
3 year
9.05%
5 year
0.82%
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.)
19.32%
Sharpe
0.25
Sortino
0.37
Max drawdown
-31.84%
Best month
19.30%
Worst month
-20.47%
Beta vs VTSAX
1.39
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.