Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.28%
3 year
7.51%
5 year
2.59%
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.)
5.00%
Sharpe
1.25
Sortino
2.27
Max drawdown
-13.66%
Best month
4.32%
Worst month
-4.59%
Beta vs VTSAX
0.31
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.