Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.53%
3 year
22.91%
5 year
22.68%
10 year
6.97%
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
81 months through March 31, 2026Volatility (ann.)
7.78%
Sharpe
2.70
Sortino
7.17
Max drawdown
-22.16%
Best month
11.07%
Worst month
-6.14%
Beta vs VTSAX
-0.11
Correlation
-0.18
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.