Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.54%
3 year
19.97%
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
61 months through March 31, 2026Volatility (ann.)
14.84%
Sharpe
1.86
Sortino
4.20
Max drawdown
-12.97%
Best month
14.68%
Worst month
-12.97%
Beta vs VTSAX
0.52
Correlation
0.45
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.