Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.01%
3 year
10.31%
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
47 months through March 31, 2026Volatility (ann.)
14.02%
Sharpe
0.69
Sortino
1.09
Max drawdown
-13.16%
Best month
7.98%
Worst month
-8.24%
Beta vs VTSAX
0.95
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.