Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.31%
3 year
11.85%
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
53 months through March 31, 2026Volatility (ann.)
20.62%
Sharpe
0.46
Sortino
0.76
Max drawdown
-27.95%
Best month
12.56%
Worst month
-11.71%
Beta vs VTSAX
1.39
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.