Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.61%
3 year
4.72%
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
45 months through March 31, 2026Volatility (ann.)
8.21%
Sharpe
0.68
Sortino
1.14
Max drawdown
-6.28%
Best month
6.91%
Worst month
-5.17%
Beta vs VTSAX
0.51
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.