Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.37%
3 year
26.28%
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
53 months through March 31, 2026Volatility (ann.)
22.99%
Sharpe
0.70
Sortino
1.30
Max drawdown
-46.27%
Best month
16.75%
Worst month
-12.57%
Beta vs VTSAX
1.40
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.