Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.29%
3 year
3.52%
5 year
-0.36%
10 year
2.89%
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
33 months through March 31, 2026Volatility (ann.)
6.69%
Sharpe
0.34
Sortino
0.57
Max drawdown
-6.48%
Best month
5.40%
Worst month
-3.62%
Beta vs VTSAX
0.28
Correlation
0.54
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.