Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.26%
3 year
9.97%
5 year
8.18%
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
76 months through March 31, 2026Volatility (ann.)
5.27%
Sharpe
1.91
Sortino
5.22
Max drawdown
-18.22%
Best month
4.50%
Worst month
-5.13%
Beta vs VTSAX
0.05
Correlation
0.13
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.