Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.21%
3 year
28.13%
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
2022 onward derived from N-PORT monthly returnsRisk statistics
51 months through March 31, 2026Volatility (ann.)
17.80%
Sharpe
1.41
Sortino
2.84
Max drawdown
-36.09%
Best month
14.15%
Worst month
-12.94%
Beta vs VTSAX
1.22
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.