Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.26%
3 year
9.38%
5 year
9.42%
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
66 months through March 31, 2026Volatility (ann.)
20.88%
Sharpe
0.62
Sortino
1.25
Max drawdown
-20.64%
Best month
17.96%
Worst month
-9.98%
Beta vs VTSAX
1.17
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.