Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.43%
3 year
12.74%
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.)
13.07%
Sharpe
0.94
Sortino
1.60
Max drawdown
-8.90%
Best month
9.86%
Worst month
-7.32%
Beta vs VTSAX
0.89
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.