Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.32%
3 year
—
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
25 months through March 31, 2026Volatility (ann.)
10.19%
Sharpe
0.98
Sortino
1.86
Max drawdown
-6.84%
Best month
5.67%
Worst month
-5.13%
Beta vs VTSAX
0.76
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.