Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.16%
3 year
12.05%
5 year
4.17%
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.)
11.54%
Sharpe
0.69
Sortino
1.14
Max drawdown
-27.89%
Best month
8.45%
Worst month
-13.41%
Beta vs VTSAX
0.78
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.