Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.56%
3 year
17.56%
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.)
11.71%
Sharpe
1.19
Sortino
2.21
Max drawdown
-25.06%
Best month
8.48%
Worst month
-8.97%
Beta vs VTSAX
0.91
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.