Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.08%
3 year
22.39%
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
47 months through March 31, 2026Volatility (ann.)
18.14%
Sharpe
0.57
Sortino
0.99
Max drawdown
-24.86%
Best month
13.96%
Worst month
-15.07%
Beta vs VTSAX
1.23
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.