Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.95%
3 year
10.89%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
48 months through March 31, 2026Volatility (ann.)
16.05%
Sharpe
0.61
Sortino
1.04
Max drawdown
-15.38%
Best month
10.17%
Worst month
-8.37%
Beta vs VTSAX
1.15
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.