Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.03%
3 year
16.27%
5 year
7.95%
10 year
8.75%
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.)
10.36%
Sharpe
1.36
Sortino
2.40
Max drawdown
-28.05%
Best month
10.22%
Worst month
-13.58%
Beta vs VTSAX
0.07
Correlation
0.09
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.