Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.05%
3 year
13.71%
5 year
5.21%
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.)
15.01%
Sharpe
0.90
Sortino
1.44
Max drawdown
-32.14%
Best month
15.19%
Worst month
-9.25%
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.