Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.37%
3 year
5.30%
5 year
0.31%
10 year
2.40%
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
81 months through March 31, 2026Volatility (ann.)
5.57%
Sharpe
0.74
Sortino
1.32
Max drawdown
-16.66%
Best month
4.88%
Worst month
-5.80%
Beta vs VTSAX
0.26
Correlation
0.60
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.