Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.43%
3 year
18.81%
5 year
6.87%
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.)
13.52%
Sharpe
1.00
Sortino
1.75
Max drawdown
-25.58%
Best month
6.79%
Worst month
-10.25%
Beta vs VTSAX
1.00
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.