Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
37.43%
3 year
38.77%
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
60 months through March 31, 2026Volatility (ann.)
19.25%
Sharpe
0.87
Sortino
1.72
Max drawdown
-17.22%
Best month
17.12%
Worst month
-11.45%
Beta vs VTSAX
0.95
Correlation
0.62
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.