Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.74%
3 year
13.75%
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.)
14.19%
Sharpe
1.00
Sortino
1.75
Max drawdown
-19.27%
Best month
11.06%
Worst month
-8.88%
Beta vs VTSAX
0.96
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.