Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.44%
3 year
6.80%
5 year
3.62%
10 year
3.80%
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.)
3.81%
Sharpe
1.67
Sortino
3.12
Max drawdown
-11.03%
Best month
2.81%
Worst month
-5.23%
Beta vs VTSAX
0.01
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.