Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.82%
3 year
20.41%
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
42 months through March 31, 2026Volatility (ann.)
14.24%
Sharpe
1.11
Sortino
2.22
Max drawdown
-10.30%
Best month
11.02%
Worst month
-7.05%
Beta vs VTSAX
1.06
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.