Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.92%
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
36 months through March 31, 2026Volatility (ann.)
10.45%
Sharpe
1.18
Sortino
2.11
Max drawdown
-9.02%
Best month
7.41%
Worst month
-5.00%
Beta vs VTSAX
0.79
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.