Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.07%
3 year
11.91%
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
54 months through March 31, 2026Volatility (ann.)
16.54%
Sharpe
0.66
Sortino
1.15
Max drawdown
-14.73%
Best month
13.41%
Worst month
-9.41%
Beta vs VTSAX
0.81
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.