Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.98%
3 year
13.32%
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
2022 onward derived from N-PORT monthly returnsRisk statistics
62 months through March 31, 2026Volatility (ann.)
15.78%
Sharpe
0.58
Sortino
0.95
Max drawdown
-20.30%
Best month
9.89%
Worst month
-8.90%
Beta vs VTSAX
1.07
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.