Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.22%
3 year
12.06%
5 year
9.56%
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
78 months through March 31, 2026Volatility (ann.)
18.02%
Sharpe
0.66
Sortino
1.26
Max drawdown
-32.52%
Best month
15.43%
Worst month
-20.95%
Beta vs VTSAX
1.15
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.