Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.37%
3 year
23.55%
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
60 months through March 31, 2026Volatility (ann.)
11.76%
Sharpe
1.60
Sortino
3.10
Max drawdown
-23.37%
Best month
8.38%
Worst month
-9.13%
Beta vs VTSAX
0.92
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.