Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.50%
3 year
21.45%
5 year
16.01%
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
69 months through March 31, 2026Volatility (ann.)
15.99%
Sharpe
0.95
Sortino
1.75
Max drawdown
-24.37%
Best month
18.58%
Worst month
-9.35%
Beta vs VTSAX
0.62
Correlation
0.49
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.