Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.99%
3 year
8.01%
5 year
7.48%
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.)
13.51%
Sharpe
0.99
Sortino
1.85
Max drawdown
-11.44%
Best month
9.42%
Worst month
-6.81%
Beta vs VTSAX
0.72
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.