Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.57%
3 year
10.93%
5 year
9.46%
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.)
15.73%
Sharpe
0.62
Sortino
1.11
Max drawdown
-32.34%
Best month
16.27%
Worst month
-22.55%
Beta vs VTSAX
1.02
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.