Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.42%
3 year
9.83%
5 year
5.75%
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
75 months through March 31, 2026Volatility (ann.)
7.64%
Sharpe
1.25
Sortino
2.15
Max drawdown
-18.22%
Best month
9.18%
Worst month
-12.71%
Beta vs VTSAX
0.50
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.