Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.72%
3 year
7.38%
5 year
3.44%
10 year
4.16%
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.)
5.64%
Sharpe
1.22
Sortino
2.02
Max drawdown
-17.02%
Best month
4.08%
Worst month
-7.58%
Beta vs VTSAX
0.02
Correlation
0.03
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.