Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.45%
3 year
17.17%
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
51 months through March 31, 2026Volatility (ann.)
13.39%
Sharpe
0.90
Sortino
1.62
Max drawdown
-30.75%
Best month
10.78%
Worst month
-10.23%
Beta vs VTSAX
0.60
Correlation
0.57
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.