Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.85%
3 year
13.53%
5 year
2.01%
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.)
18.69%
Sharpe
0.61
Sortino
1.04
Max drawdown
-38.82%
Best month
16.41%
Worst month
-14.29%
Beta vs VTSAX
1.33
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.