Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.00%
3 year
7.34%
5 year
7.13%
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.)
11.20%
Sharpe
0.68
Sortino
1.09
Max drawdown
-23.54%
Best month
11.08%
Worst month
-14.85%
Beta vs VTSAX
0.76
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.