Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.51%
3 year
9.31%
5 year
4.75%
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.)
17.17%
Sharpe
0.58
Sortino
1.03
Max drawdown
-34.59%
Best month
16.70%
Worst month
-14.40%
Beta vs VTSAX
1.16
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.