Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.31%
3 year
16.32%
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
46 months through March 31, 2026Volatility (ann.)
11.90%
Sharpe
1.14
Sortino
2.27
Max drawdown
-13.60%
Best month
10.39%
Worst month
-9.58%
Beta vs VTSAX
0.82
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.