Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.61%
3 year
10.10%
5 year
6.66%
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
67 months through March 31, 2026Volatility (ann.)
19.00%
Sharpe
0.53
Sortino
0.97
Max drawdown
-24.25%
Best month
17.93%
Worst month
-9.81%
Beta vs VTSAX
1.22
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.