Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.55%
3 year
12.42%
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.)
8.78%
Sharpe
1.30
Sortino
2.48
Max drawdown
-11.81%
Best month
5.94%
Worst month
-7.09%
Beta vs VTSAX
0.55
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.