Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.19%
3 year
9.06%
5 year
12.65%
10 year
3.60%
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.)
6.00%
Sharpe
1.93
Sortino
5.34
Max drawdown
-13.08%
Best month
5.36%
Worst month
-3.42%
Beta vs VTSAX
-0.07
Correlation
-0.14
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.