Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.00%
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
2024 onward derived from N-PORT monthly returnsRisk statistics
33 months through March 31, 2026Volatility (ann.)
12.01%
Sharpe
0.62
Sortino
1.07
Max drawdown
-10.33%
Best month
11.44%
Worst month
-6.22%
Beta vs VTSAX
0.83
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.