Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.70%
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
39 months through March 31, 2026Volatility (ann.)
16.74%
Sharpe
1.51
Sortino
3.10
Max drawdown
-12.65%
Best month
11.37%
Worst month
-8.40%
Beta vs VTSAX
1.14
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.