Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.11%
3 year
10.94%
5 year
4.71%
10 year
6.11%
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.)
7.49%
Sharpe
1.30
Sortino
2.26
Max drawdown
-22.87%
Best month
6.58%
Worst month
-9.94%
Beta vs VTSAX
0.02
Correlation
0.04
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.