Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.60%
3 year
6.01%
5 year
2.73%
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
81 months through March 31, 2026Volatility (ann.)
15.45%
Sharpe
0.37
Sortino
0.58
Max drawdown
-30.77%
Best month
10.47%
Worst month
-18.99%
Beta vs VTSAX
0.83
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.