Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-6.49%
3 year
13.04%
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
60 months through March 31, 2026Volatility (ann.)
19.71%
Sharpe
0.47
Sortino
0.81
Max drawdown
-33.92%
Best month
12.87%
Worst month
-10.70%
Beta vs VTSAX
1.24
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.