Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.10%
3 year
20.01%
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.)
13.46%
Sharpe
1.64
Sortino
3.96
Max drawdown
-23.26%
Best month
11.84%
Worst month
-9.33%
Beta vs VTSAX
0.18
Correlation
0.17
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.