Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.94%
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.)
9.04%
Sharpe
1.47
Sortino
2.84
Max drawdown
-5.53%
Best month
6.69%
Worst month
-4.06%
Beta vs VTSAX
0.70
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.