Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.69%
3 year
22.06%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
45 months through March 31, 2026Volatility (ann.)
12.58%
Sharpe
1.39
Sortino
2.70
Max drawdown
-9.05%
Best month
9.34%
Worst month
-7.44%
Beta vs VTSAX
1.00
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.