Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.38%
3 year
13.54%
5 year
8.54%
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
81 months through March 31, 2026Volatility (ann.)
14.91%
Sharpe
0.98
Sortino
1.76
Max drawdown
-27.00%
Best month
9.68%
Worst month
-12.89%
Beta vs VTSAX
1.01
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.