Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.81%
3 year
31.73%
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.)
15.50%
Sharpe
1.48
Sortino
3.03
Max drawdown
-36.61%
Best month
12.25%
Worst month
-13.30%
Beta vs VTSAX
1.11
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.