Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.58%
3 year
14.47%
5 year
8.74%
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.)
16.99%
Sharpe
0.67
Sortino
1.12
Max drawdown
-17.70%
Best month
11.48%
Worst month
-9.04%
Beta vs VTSAX
1.18
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.