Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.43%
3 year
22.61%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
30 months through March 31, 2026Volatility (ann.)
13.79%
Sharpe
1.53
Sortino
3.00
Max drawdown
-9.60%
Best month
8.98%
Worst month
-7.38%
Beta vs VTSAX
1.08
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.