Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.46%
3 year
17.00%
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
45 months through March 31, 2026Volatility (ann.)
10.84%
Sharpe
1.05
Sortino
1.79
Max drawdown
-10.25%
Best month
8.37%
Worst month
-6.40%
Beta vs VTSAX
0.16
Correlation
0.19
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.