Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.68%
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
30 months through March 31, 2026Volatility (ann.)
14.22%
Sharpe
1.21
Sortino
2.38
Max drawdown
-9.81%
Best month
7.54%
Worst month
-6.08%
Beta vs VTSAX
0.86
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.