Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.56%
3 year
13.53%
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
48 months through March 31, 2026Volatility (ann.)
22.39%
Sharpe
0.42
Sortino
0.70
Max drawdown
-20.04%
Best month
13.63%
Worst month
-9.79%
Beta vs VTSAX
1.60
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.