Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.40%
3 year
5.53%
5 year
0.32%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
75 months through March 31, 2026Volatility (ann.)
4.51%
Sharpe
1.08
Sortino
1.87
Max drawdown
-16.12%
Best month
3.73%
Worst month
-5.22%
Beta vs VTSAX
0.31
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.