Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.91%
3 year
12.21%
5 year
7.61%
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
80 months through March 31, 2026Volatility (ann.)
17.62%
Sharpe
0.65
Sortino
1.17
Max drawdown
-30.91%
Best month
14.78%
Worst month
-22.07%
Beta vs VTSAX
1.21
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.