Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-4.29%
3 year
13.40%
5 year
11.22%
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
74 months through March 31, 2026Volatility (ann.)
15.68%
Sharpe
1.15
Sortino
2.27
Max drawdown
-21.53%
Best month
13.84%
Worst month
-10.14%
Beta vs VTSAX
0.02
Correlation
0.01
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.