Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.42%
3 year
12.39%
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.)
15.82%
Sharpe
0.68
Sortino
1.17
Max drawdown
-20.05%
Best month
10.21%
Worst month
-8.87%
Beta vs VTSAX
1.14
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.