Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.04%
3 year
7.98%
5 year
6.49%
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.)
13.81%
Sharpe
0.81
Sortino
1.36
Max drawdown
-17.34%
Best month
14.62%
Worst month
-8.32%
Beta vs VTSAX
0.57
Correlation
0.52
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.