Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.12%
3 year
—
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
25 months through March 31, 2026Volatility (ann.)
12.95%
Sharpe
0.86
Sortino
1.83
Max drawdown
-14.36%
Best month
12.48%
Worst month
-5.83%
Beta vs VTSAX
0.10
Correlation
0.08
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.