Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.88%
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
2024 onward derived from N-PORT monthly returnsRisk statistics
27 months through March 31, 2026Volatility (ann.)
15.06%
Sharpe
1.26
Sortino
2.61
Max drawdown
-13.29%
Best month
9.33%
Worst month
-5.49%
Beta vs VTSAX
0.89
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.