Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.69%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
12.86%
Sharpe
1.29
Sortino
2.43
Max drawdown
-26.52%
Best month
15.81%
Worst month
-10.79%
Beta vs VTSAX
0.98
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.