Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.60%
3 year
13.50%
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
59 months through March 31, 2026Volatility (ann.)
12.49%
Sharpe
1.08
Sortino
1.84
Max drawdown
-17.61%
Best month
11.33%
Worst month
-8.74%
Beta vs VTSAX
0.87
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.