Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.46%
3 year
6.94%
5 year
6.48%
10 year
5.51%
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
81 months through March 31, 2026Volatility (ann.)
5.35%
Sharpe
1.64
Sortino
3.23
Max drawdown
-14.53%
Best month
4.51%
Worst month
-11.59%
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.