Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.70%
3 year
27.16%
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
41 months through March 31, 2026Volatility (ann.)
14.02%
Sharpe
1.37
Sortino
2.67
Max drawdown
-10.16%
Best month
10.68%
Worst month
-7.31%
Beta vs VTSAX
1.07
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.