Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.09%
3 year
10.76%
5 year
8.64%
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
75 months through March 31, 2026Volatility (ann.)
11.00%
Sharpe
1.13
Sortino
2.03
Max drawdown
-15.55%
Best month
8.94%
Worst month
-7.24%
Beta vs VTSAX
0.40
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.