Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.37%
3 year
17.99%
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
45 months through March 31, 2026Volatility (ann.)
14.74%
Sharpe
0.90
Sortino
1.66
Max drawdown
-13.56%
Best month
14.52%
Worst month
-9.50%
Beta vs VTSAX
1.08
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.