Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.64%
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
27 months through March 31, 2026Volatility (ann.)
10.76%
Sharpe
1.35
Sortino
2.42
Max drawdown
-8.22%
Best month
6.83%
Worst month
-6.49%
Beta vs VTSAX
0.85
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.