Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.39%
3 year
6.54%
5 year
3.56%
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.)
2.66%
Sharpe
2.11
Sortino
4.21
Max drawdown
-4.41%
Best month
2.45%
Worst month
-1.84%
Beta vs VTSAX
0.14
Correlation
0.64
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.