Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.09%
3 year
12.58%
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.)
7.73%
Sharpe
1.35
Sortino
2.46
Max drawdown
-14.84%
Best month
6.62%
Worst month
-6.64%
Beta vs VTSAX
0.56
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.