Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.45%
3 year
8.38%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
57 months through March 31, 2026Volatility (ann.)
11.48%
Sharpe
1.17
Sortino
2.23
Max drawdown
-15.48%
Best month
11.04%
Worst month
-8.57%
Beta vs VTSAX
-0.02
Correlation
-0.02
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.