Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.00%
3 year
19.00%
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
60 months through March 31, 2026Volatility (ann.)
12.37%
Sharpe
1.30
Sortino
2.50
Max drawdown
-22.50%
Best month
9.08%
Worst month
-9.09%
Beta vs VTSAX
0.96
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.