Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.58%
3 year
7.11%
5 year
6.67%
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
77 months through March 31, 2026Volatility (ann.)
5.36%
Sharpe
1.67
Sortino
3.34
Max drawdown
-14.42%
Best month
4.39%
Worst month
-11.47%
Beta vs VTSAX
0.25
Correlation
0.58
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.