Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-1.44%
3 year
11.25%
5 year
7.18%
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
69 months through March 31, 2026Volatility (ann.)
18.33%
Sharpe
0.48
Sortino
0.80
Max drawdown
-25.19%
Best month
12.15%
Worst month
-9.53%
Beta vs VTSAX
1.28
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.