Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.73%
3 year
5.50%
5 year
1.32%
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
75 months through March 31, 2026Volatility (ann.)
8.81%
Sharpe
0.48
Sortino
0.68
Max drawdown
-18.69%
Best month
6.31%
Worst month
-7.81%
Beta vs VTSAX
0.50
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.