Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.06%
3 year
30.41%
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
44 months through March 31, 2026Volatility (ann.)
14.98%
Sharpe
1.40
Sortino
2.75
Max drawdown
-11.73%
Best month
10.94%
Worst month
-9.80%
Beta vs VTSAX
1.08
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.