Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.06%
3 year
8.13%
5 year
6.18%
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.)
11.88%
Sharpe
1.00
Sortino
1.82
Max drawdown
-22.00%
Best month
13.22%
Worst month
-7.61%
Beta vs VTSAX
0.04
Correlation
0.04
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.