Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.11%
3 year
21.49%
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
48 months through March 31, 2026Volatility (ann.)
11.44%
Sharpe
1.55
Sortino
2.97
Max drawdown
-11.61%
Best month
8.53%
Worst month
-8.62%
Beta vs VTSAX
0.90
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.