Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.39%
3 year
—
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
2024 onward derived from N-PORT monthly returnsRisk statistics
33 months through March 31, 2026Volatility (ann.)
9.06%
Sharpe
1.41
Sortino
2.66
Max drawdown
-5.64%
Best month
6.71%
Worst month
-4.08%
Beta vs VTSAX
0.70
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.