Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.46%
3 year
31.47%
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.)
16.05%
Sharpe
1.33
Sortino
2.48
Max drawdown
-13.10%
Best month
11.19%
Worst month
-9.78%
Beta vs VTSAX
1.13
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.