Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.34%
3 year
7.39%
5 year
4.24%
10 year
3.98%
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.)
1.42%
Sharpe
4.49
Sortino
15.96
Max drawdown
-11.05%
Best month
3.02%
Worst month
-10.14%
Beta vs VTSAX
0.06
Correlation
0.50
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.