Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.80%
3 year
12.87%
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
42 months through March 31, 2026Volatility (ann.)
12.10%
Sharpe
1.06
Sortino
1.81
Max drawdown
-10.48%
Best month
6.34%
Worst month
-5.21%
Beta vs VTSAX
0.50
Correlation
0.52
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.