Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.38%
3 year
12.22%
5 year
9.63%
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.)
14.54%
Sharpe
0.67
Sortino
1.16
Max drawdown
-24.91%
Best month
12.47%
Worst month
-16.60%
Beta vs VTSAX
0.99
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.