Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.97%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
30 months through March 31, 2026Volatility (ann.)
15.46%
Sharpe
0.53
Sortino
0.91
Max drawdown
-18.16%
Best month
8.77%
Worst month
-6.55%
Beta vs VTSAX
0.74
Correlation
0.60
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.