Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.90%
3 year
15.17%
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
53 months through March 31, 2026Volatility (ann.)
19.28%
Sharpe
0.57
Sortino
1.00
Max drawdown
-44.37%
Best month
15.47%
Worst month
-15.69%
Beta vs VTSAX
1.34
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.