Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.03%
3 year
9.30%
5 year
1.07%
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
80 months through March 31, 2026Volatility (ann.)
19.31%
Sharpe
0.26
Sortino
0.39
Max drawdown
-31.57%
Best month
19.43%
Worst month
-20.55%
Beta vs VTSAX
1.38
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.