Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.19%
3 year
9.50%
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
57 months through March 31, 2026Volatility (ann.)
14.03%
Sharpe
0.52
Sortino
0.85
Max drawdown
-13.84%
Best month
13.18%
Worst month
-8.74%
Beta vs VTSAX
0.93
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.