Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.15%
3 year
15.22%
5 year
9.58%
10 year
12.88%
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
75 months through March 31, 2026Volatility (ann.)
11.20%
Sharpe
0.89
Sortino
1.56
Max drawdown
-35.19%
Best month
12.47%
Worst month
-10.37%
Beta vs VTSAX
0.16
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.