Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.82%
3 year
12.36%
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
46 months through March 31, 2026Volatility (ann.)
11.83%
Sharpe
1.24
Sortino
2.29
Max drawdown
-12.13%
Best month
11.36%
Worst month
-7.14%
Beta vs VTSAX
0.70
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.