Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.16%
3 year
5.24%
5 year
0.05%
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.)
4.50%
Sharpe
1.01
Sortino
1.75
Max drawdown
-16.54%
Best month
3.72%
Worst month
-5.19%
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.