Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
36.11%
3 year
15.75%
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.)
10.80%
Sharpe
1.29
Sortino
2.76
Max drawdown
-14.06%
Best month
8.35%
Worst month
-9.29%
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.