Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.47%
3 year
13.60%
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
44 months through March 31, 2026Volatility (ann.)
12.46%
Sharpe
1.12
Sortino
1.99
Max drawdown
-9.51%
Best month
10.11%
Worst month
-9.00%
Beta vs VTSAX
0.84
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.