Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.01%
3 year
15.69%
5 year
3.29%
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
80 months through March 31, 2026Volatility (ann.)
20.07%
Sharpe
0.61
Sortino
1.05
Max drawdown
-33.33%
Best month
17.57%
Worst month
-19.10%
Beta vs VTSAX
1.44
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.