Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.09%
3 year
4.64%
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
51 months through March 31, 2026Volatility (ann.)
18.31%
Sharpe
0.01
Sortino
0.02
Max drawdown
-46.18%
Best month
10.19%
Worst month
-21.20%
Beta vs VTSAX
1.05
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.