Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.39%
3 year
15.77%
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.)
12.80%
Sharpe
1.01
Sortino
1.60
Max drawdown
-31.35%
Best month
14.03%
Worst month
-9.83%
Beta vs VTSAX
0.69
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.