Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.54%
3 year
27.62%
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
47 months through March 31, 2026Volatility (ann.)
16.56%
Sharpe
1.21
Sortino
2.56
Max drawdown
-14.42%
Best month
13.99%
Worst month
-11.92%
Beta vs VTSAX
1.08
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.