Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.67%
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
31 months through March 31, 2026Volatility (ann.)
12.11%
Sharpe
1.39
Sortino
2.61
Max drawdown
-7.54%
Best month
7.82%
Worst month
-5.11%
Beta vs VTSAX
0.77
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.