Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.96%
3 year
—
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
36 months through March 31, 2026Volatility (ann.)
5.47%
Sharpe
1.62
Sortino
3.30
Max drawdown
-3.68%
Best month
3.44%
Worst month
-2.39%
Beta vs VTSAX
0.40
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.