Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.30%
3 year
5.71%
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
47 months through March 31, 2026Volatility (ann.)
15.50%
Sharpe
0.35
Sortino
0.57
Max drawdown
-20.68%
Best month
12.16%
Worst month
-12.14%
Beta vs VTSAX
0.79
Correlation
0.64
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.