Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.45%
3 year
10.69%
5 year
6.96%
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.)
16.85%
Sharpe
0.69
Sortino
1.16
Max drawdown
-32.75%
Best month
16.06%
Worst month
-10.91%
Beta vs VTSAX
0.17
Correlation
0.13
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.