Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.60%
3 year
11.30%
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
54 months through March 31, 2026Volatility (ann.)
16.83%
Sharpe
0.61
Sortino
1.06
Max drawdown
-26.52%
Best month
10.19%
Worst month
-9.65%
Beta vs VTSAX
1.19
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.