Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.22%
3 year
13.83%
5 year
2.39%
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
81 months through March 31, 2026Volatility (ann.)
16.16%
Sharpe
0.49
Sortino
0.85
Max drawdown
-35.23%
Best month
15.40%
Worst month
-18.83%
Beta vs VTSAX
1.19
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.