Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.48%
3 year
14.88%
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
63 months through March 31, 2026Volatility (ann.)
7.64%
Sharpe
1.64
Sortino
3.18
Max drawdown
-18.48%
Best month
6.41%
Worst month
-4.65%
Beta vs VTSAX
0.56
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.