Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.27%
3 year
9.65%
5 year
9.07%
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.)
14.06%
Sharpe
0.53
Sortino
0.87
Max drawdown
-20.42%
Best month
13.25%
Worst month
-12.01%
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.