Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.42%
3 year
12.09%
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.)
19.03%
Sharpe
0.77
Sortino
1.50
Max drawdown
-16.19%
Best month
13.65%
Worst month
-9.45%
Beta vs VTSAX
1.19
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.