Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
37.20%
3 year
16.65%
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.)
10.79%
Sharpe
1.37
Sortino
3.01
Max drawdown
-13.65%
Best month
8.45%
Worst month
-9.28%
Beta vs VTSAX
0.53
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.