Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.04%
3 year
12.21%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
50 months through March 31, 2026Volatility (ann.)
9.44%
Sharpe
1.01
Sortino
1.72
Max drawdown
-17.90%
Best month
7.67%
Worst month
-7.08%
Beta vs VTSAX
0.69
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.