Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.60%
3 year
15.32%
5 year
12.30%
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
67 months through March 31, 2026Volatility (ann.)
13.81%
Sharpe
0.72
Sortino
1.20
Max drawdown
-21.79%
Best month
10.39%
Worst month
-8.79%
Beta vs VTSAX
1.04
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.