Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.66%
3 year
12.20%
5 year
10.72%
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
69 months through March 31, 2026Volatility (ann.)
18.36%
Sharpe
0.97
Sortino
1.84
Max drawdown
-21.42%
Best month
14.84%
Worst month
-9.77%
Beta vs VTSAX
0.17
Correlation
0.12
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.