Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.62%
3 year
18.58%
5 year
6.62%
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.)
17.86%
Sharpe
0.71
Sortino
1.34
Max drawdown
-34.07%
Best month
15.58%
Worst month
-15.19%
Beta vs VTSAX
1.28
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.