Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.18%
3 year
9.43%
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
49 months through March 31, 2026Volatility (ann.)
6.17%
Sharpe
1.27
Sortino
2.28
Max drawdown
-12.61%
Best month
5.39%
Worst month
-5.31%
Beta vs VTSAX
0.42
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.