Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.36%
3 year
8.43%
5 year
6.45%
10 year
7.69%
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.)
11.87%
Sharpe
1.02
Sortino
1.87
Max drawdown
-21.84%
Best month
13.20%
Worst month
-7.60%
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.