Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.30%
3 year
25.45%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
47 months through March 31, 2026Volatility (ann.)
14.11%
Sharpe
1.23
Sortino
2.38
Max drawdown
-13.64%
Best month
8.88%
Worst month
-7.26%
Beta vs VTSAX
0.93
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.