Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.42%
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.)
13.12%
Sharpe
0.91
Sortino
1.54
Max drawdown
-10.90%
Best month
7.16%
Worst month
-6.51%
Beta vs VTSAX
0.82
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.