Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.77%
3 year
9.48%
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
51 months through March 31, 2026Volatility (ann.)
18.48%
Sharpe
0.49
Sortino
0.90
Max drawdown
-21.65%
Best month
13.19%
Worst month
-9.74%
Beta vs VTSAX
1.17
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.