Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.74%
3 year
—
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
29 months through March 31, 2026Volatility (ann.)
18.24%
Sharpe
0.43
Sortino
0.74
Max drawdown
-18.37%
Best month
10.76%
Worst month
-8.49%
Beta vs VTSAX
0.42
Correlation
0.29
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.