Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.86%
3 year
12.13%
5 year
5.41%
10 year
6.41%
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.)
8.39%
Sharpe
1.27
Sortino
2.20
Max drawdown
-24.69%
Best month
7.98%
Worst month
-11.46%
Beta vs VTSAX
0.04
Correlation
0.06
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.