Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.25%
3 year
35.85%
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
40 months through March 31, 2026Volatility (ann.)
16.40%
Sharpe
1.44
Sortino
2.83
Max drawdown
-12.40%
Best month
12.00%
Worst month
-8.82%
Beta vs VTSAX
1.16
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.