Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.99%
3 year
21.26%
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
44 months through March 31, 2026Volatility (ann.)
11.91%
Sharpe
1.28
Sortino
2.30
Max drawdown
-12.08%
Best month
8.73%
Worst month
-8.38%
Beta vs VTSAX
0.91
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.