Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.38%
3 year
12.78%
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
62 months through March 31, 2026Volatility (ann.)
12.55%
Sharpe
1.07
Sortino
1.85
Max drawdown
-16.18%
Best month
10.49%
Worst month
-9.31%
Beta vs VTSAX
0.79
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.