Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.89%
3 year
6.27%
5 year
4.75%
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
81 months through March 31, 2026Volatility (ann.)
16.11%
Sharpe
0.41
Sortino
0.66
Max drawdown
-31.08%
Best month
12.47%
Worst month
-18.19%
Beta vs VTSAX
0.90
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.