Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.93%
3 year
15.35%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
49 months through March 31, 2026Volatility (ann.)
9.96%
Sharpe
1.22
Sortino
2.12
Max drawdown
-19.58%
Best month
8.19%
Worst month
-8.45%
Beta vs VTSAX
0.73
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.