Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.71%
3 year
—
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
2024 onward derived from N-PORT monthly returnsRisk statistics
34 months through March 31, 2026Volatility (ann.)
5.26%
Sharpe
1.24
Sortino
2.19
Max drawdown
-4.24%
Best month
4.18%
Worst month
-2.69%
Beta vs VTSAX
0.31
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.