Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.52%
3 year
12.62%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
47 months through Dec. 31, 2025Volatility (ann.)
13.81%
Sharpe
0.91
Sortino
1.67
Max drawdown
-21.29%
Best month
12.48%
Worst month
-10.13%
Beta vs VTSAX
1.06
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.