Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.01%
3 year
8.62%
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
49 months through March 31, 2026Volatility (ann.)
6.48%
Sharpe
1.30
Sortino
2.32
Max drawdown
-9.57%
Best month
3.93%
Worst month
-5.35%
Beta vs VTSAX
0.47
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.