Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.80%
3 year
11.35%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
39 months through March 31, 2026Volatility (ann.)
19.43%
Sharpe
0.66
Sortino
1.18
Max drawdown
-19.00%
Best month
12.23%
Worst month
-8.34%
Beta vs VTSAX
1.33
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.