Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.98%
3 year
11.22%
5 year
7.70%
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.)
17.30%
Sharpe
0.54
Sortino
0.99
Max drawdown
-29.82%
Best month
14.49%
Worst month
-20.34%
Beta vs VTSAX
1.10
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.