Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.19%
3 year
12.55%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
39 months through March 31, 2026Volatility (ann.)
13.01%
Sharpe
1.22
Sortino
2.18
Max drawdown
-9.48%
Best month
6.90%
Worst month
-6.95%
Beta vs VTSAX
0.20
Correlation
0.19
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.