Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.82%
3 year
6.44%
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
43 months through March 31, 2026Volatility (ann.)
13.63%
Sharpe
0.75
Sortino
1.21
Max drawdown
-17.49%
Best month
7.79%
Worst month
-11.44%
Beta vs VTSAX
0.51
Correlation
0.47
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.