Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.71%
3 year
17.44%
5 year
6.15%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
72 months through March 31, 2026Volatility (ann.)
17.38%
Sharpe
0.79
Sortino
1.49
Max drawdown
-42.14%
Best month
16.68%
Worst month
-17.37%
Beta vs VTSAX
1.08
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.