Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.56%
3 year
9.22%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
50 months through March 31, 2026Volatility (ann.)
7.41%
Sharpe
0.96
Sortino
1.65
Max drawdown
-15.54%
Best month
6.29%
Worst month
-6.09%
Beta vs VTSAX
0.50
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.