Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.99%
3 year
6.75%
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
59 months through March 31, 2026Volatility (ann.)
4.80%
Sharpe
1.18
Sortino
2.37
Max drawdown
-14.51%
Best month
4.43%
Worst month
-4.85%
Beta vs VTSAX
0.28
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.