Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.10%
3 year
10.54%
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
61 months through March 31, 2026Volatility (ann.)
20.90%
Sharpe
0.46
Sortino
0.74
Max drawdown
-51.31%
Best month
11.69%
Worst month
-20.02%
Beta vs VTSAX
1.48
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.