Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.36%
3 year
14.87%
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
60 months through March 31, 2026Volatility (ann.)
18.82%
Sharpe
0.51
Sortino
0.86
Max drawdown
-25.70%
Best month
17.74%
Worst month
-15.20%
Beta vs VTSAX
1.22
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.