Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.32%
3 year
14.81%
5 year
7.38%
10 year
13.82%
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
69 months through March 31, 2026Volatility (ann.)
15.03%
Sharpe
0.91
Sortino
1.47
Max drawdown
-32.29%
Best month
15.20%
Worst month
-9.29%
Beta vs VTSAX
0.23
Correlation
0.19
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.