Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.46%
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
34 months through March 31, 2026Volatility (ann.)
17.34%
Sharpe
1.01
Sortino
1.80
Max drawdown
-13.52%
Best month
11.57%
Worst month
-8.78%
Beta vs VTSAX
1.16
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.