Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.19%
3 year
18.15%
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
48 months through March 31, 2026Volatility (ann.)
10.29%
Sharpe
1.80
Sortino
3.56
Max drawdown
-12.88%
Best month
7.77%
Worst month
-8.76%
Beta vs VTSAX
0.56
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.