Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.69%
3 year
13.14%
5 year
12.59%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
74 months through March 31, 2026Volatility (ann.)
13.15%
Sharpe
1.29
Sortino
2.72
Max drawdown
-20.11%
Best month
11.01%
Worst month
-8.94%
Beta vs VTSAX
0.03
Correlation
0.03
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.