Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.29%
3 year
13.95%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
43 months through March 31, 2026Volatility (ann.)
11.66%
Sharpe
1.17
Sortino
2.05
Max drawdown
-8.21%
Best month
11.18%
Worst month
-8.21%
Beta vs VTSAX
0.80
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.