Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.40%
3 year
4.87%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
49 months through March 31, 2026Volatility (ann.)
10.15%
Sharpe
0.29
Sortino
0.42
Max drawdown
-27.70%
Best month
7.13%
Worst month
-9.42%
Beta vs VTSAX
0.72
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.