Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.76%
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
32 months through March 31, 2026Volatility (ann.)
8.21%
Sharpe
0.70
Sortino
1.19
Max drawdown
-9.49%
Best month
5.57%
Worst month
-3.63%
Beta vs VTSAX
0.53
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.