Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.24%
3 year
—
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
33 months through March 31, 2026Volatility (ann.)
13.89%
Sharpe
0.78
Sortino
1.39
Max drawdown
-14.21%
Best month
12.00%
Worst month
-6.14%
Beta vs VTSAX
0.94
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.