Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.23%
3 year
3.16%
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
60 months through March 31, 2026Volatility (ann.)
13.59%
Sharpe
0.19
Sortino
0.30
Max drawdown
-14.92%
Best month
9.47%
Worst month
-7.50%
Beta vs VTSAX
0.65
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.