Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.36%
3 year
30.88%
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
43 months through March 31, 2026Volatility (ann.)
16.32%
Sharpe
1.12
Sortino
1.96
Max drawdown
-19.86%
Best month
13.54%
Worst month
-11.30%
Beta vs VTSAX
1.04
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.