Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.71%
3 year
8.96%
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.)
10.14%
Sharpe
1.18
Sortino
2.13
Max drawdown
-14.10%
Best month
6.63%
Worst month
-10.61%
Beta vs VTSAX
0.44
Correlation
0.55
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.