Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.60%
3 year
16.92%
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
43 months through March 31, 2026Volatility (ann.)
12.50%
Sharpe
1.30
Sortino
2.43
Max drawdown
-9.81%
Best month
9.34%
Worst month
-5.46%
Beta vs VTSAX
0.93
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.