Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.86%
3 year
24.61%
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
53 months through March 31, 2026Volatility (ann.)
12.16%
Sharpe
1.61
Sortino
3.20
Max drawdown
-23.87%
Best month
9.62%
Worst month
-9.21%
Beta vs VTSAX
0.96
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.