Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.43%
3 year
14.45%
5 year
13.77%
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
30 months through March 31, 2026Volatility (ann.)
13.96%
Sharpe
1.05
Sortino
2.11
Max drawdown
-8.71%
Best month
11.74%
Worst month
-4.94%
Beta vs VTSAX
0.70
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.