Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.54%
3 year
14.41%
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
55 months through March 31, 2026Volatility (ann.)
16.02%
Sharpe
0.64
Sortino
1.19
Max drawdown
-22.58%
Best month
14.20%
Worst month
-10.37%
Beta vs VTSAX
0.68
Correlation
0.53
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.