Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.67%
3 year
28.00%
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
45 months through March 31, 2026Volatility (ann.)
15.80%
Sharpe
1.26
Sortino
2.47
Max drawdown
-13.34%
Best month
11.44%
Worst month
-8.63%
Beta vs VTSAX
1.13
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.