Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.26%
3 year
12.89%
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.)
12.85%
Sharpe
1.19
Sortino
2.12
Max drawdown
-9.16%
Best month
6.91%
Worst month
-7.02%
Beta vs VTSAX
0.77
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.