Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.32%
3 year
11.01%
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.)
17.84%
Sharpe
0.78
Sortino
1.33
Max drawdown
-15.53%
Best month
10.79%
Worst month
-8.07%
Beta vs VTSAX
0.34
Correlation
0.24
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.