Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.12%
3 year
16.87%
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
44 months through March 31, 2026Volatility (ann.)
12.20%
Sharpe
1.25
Sortino
2.46
Max drawdown
-21.50%
Best month
8.47%
Worst month
-12.90%
Beta vs VTSAX
0.71
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.