Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.19%
3 year
25.13%
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
48 months through March 31, 2026Volatility (ann.)
10.40%
Sharpe
1.84
Sortino
3.45
Max drawdown
-13.65%
Best month
8.46%
Worst month
-8.65%
Beta vs VTSAX
0.73
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.