Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.85%
3 year
10.70%
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
39 months through March 31, 2026Volatility (ann.)
14.01%
Sharpe
0.97
Sortino
1.62
Max drawdown
-12.40%
Best month
9.19%
Worst month
-6.93%
Beta vs VTSAX
0.51
Correlation
0.46
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.