Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.36%
3 year
11.39%
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.)
15.31%
Sharpe
0.86
Sortino
1.55
Max drawdown
-13.01%
Best month
10.26%
Worst month
-7.06%
Beta vs VTSAX
1.10
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.