Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.47%
3 year
7.44%
5 year
2.58%
10 year
10.45%
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
80 months through March 31, 2026Volatility (ann.)
15.89%
Sharpe
0.14
Sortino
0.22
Max drawdown
-37.66%
Best month
14.28%
Worst month
-12.68%
Beta vs VTSAX
0.14
Correlation
0.11
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.