Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.14%
3 year
10.31%
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
2022 onward derived from N-PORT monthly returnsRisk statistics
51 months through March 31, 2026Volatility (ann.)
12.28%
Sharpe
0.85
Sortino
1.44
Max drawdown
-17.30%
Best month
8.10%
Worst month
-9.23%
Beta vs VTSAX
0.70
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.