Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.55%
3 year
15.33%
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
51 months through March 31, 2026Volatility (ann.)
12.65%
Sharpe
1.12
Sortino
1.90
Max drawdown
-25.13%
Best month
8.37%
Worst month
-7.38%
Beta vs VTSAX
0.06
Correlation
0.06
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.