Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.33%
3 year
7.64%
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
59 months through March 31, 2026Volatility (ann.)
5.34%
Sharpe
1.22
Sortino
2.20
Max drawdown
-14.49%
Best month
4.47%
Worst month
-4.96%
Beta vs VTSAX
0.32
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.