Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.64%
3 year
10.75%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2022 onward derived from N-PORT monthly returnsRisk statistics
57 months through March 31, 2026Volatility (ann.)
15.67%
Sharpe
0.60
Sortino
0.96
Max drawdown
-36.54%
Best month
10.33%
Worst month
-10.96%
Beta vs VTSAX
1.11
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.