Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.90%
3 year
10.39%
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
54 months through March 31, 2026Volatility (ann.)
13.07%
Sharpe
0.73
Sortino
1.34
Max drawdown
-19.30%
Best month
10.61%
Worst month
-9.32%
Beta vs VTSAX
0.77
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.