Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.17%
3 year
18.63%
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
57 months through March 31, 2026Volatility (ann.)
13.22%
Sharpe
1.09
Sortino
1.97
Max drawdown
-22.07%
Best month
7.43%
Worst month
-8.81%
Beta vs VTSAX
0.99
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.