Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.93%
3 year
8.91%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2023 onward derived from N-PORT monthly returnsRisk statistics
49 months through March 31, 2026Volatility (ann.)
13.40%
Sharpe
0.70
Sortino
1.18
Max drawdown
-14.88%
Best month
10.12%
Worst month
-9.21%
Beta vs VTSAX
0.77
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.