Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.69%
3 year
7.77%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
39 months through March 31, 2026Volatility (ann.)
15.62%
Sharpe
0.48
Sortino
0.78
Max drawdown
-13.60%
Best month
10.45%
Worst month
-7.13%
Beta vs VTSAX
0.31
Correlation
0.25
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.