Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.66%
3 year
9.88%
5 year
6.46%
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.)
8.38%
Sharpe
0.96
Sortino
1.56
Max drawdown
-19.68%
Best month
6.73%
Worst month
-8.24%
Beta vs VTSAX
0.62
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.