Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.25%
3 year
7.64%
5 year
7.43%
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.)
8.44%
Sharpe
1.06
Sortino
1.89
Max drawdown
-11.54%
Best month
12.26%
Worst month
-7.45%
Beta vs VTSAX
0.44
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.