Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.19%
3 year
7.90%
5 year
3.95%
10 year
4.67%
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
1.32
Sortino
2.23
Max drawdown
-16.77%
Best month
4.12%
Worst month
-7.51%
Beta vs VTSAX
0.01
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.