Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.96%
3 year
5.50%
5 year
—
10 year
—
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
46 months through March 31, 2026Volatility (ann.)
5.62%
Sharpe
0.78
Sortino
1.38
Max drawdown
-5.83%
Best month
4.68%
Worst month
-4.50%
Beta vs VTSAX
0.27
Correlation
0.62
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.