Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.02%
3 year
12.56%
5 year
8.12%
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
68 months through March 31, 2026Volatility (ann.)
19.40%
Sharpe
0.55
Sortino
0.98
Max drawdown
-24.80%
Best month
15.03%
Worst month
-9.03%
Beta vs VTSAX
1.24
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.