Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.32%
3 year
14.55%
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.)
11.30%
Sharpe
1.00
Sortino
1.70
Max drawdown
-21.44%
Best month
8.63%
Worst month
-8.53%
Beta vs VTSAX
0.85
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.