Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.04%
3 year
15.33%
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
2022 onward derived from N-PORT monthly returnsRisk statistics
54 months through March 31, 2026Volatility (ann.)
8.96%
Sharpe
1.24
Sortino
2.20
Max drawdown
-20.94%
Best month
7.18%
Worst month
-7.23%
Beta vs VTSAX
0.68
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.