Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.36%
3 year
4.74%
5 year
2.16%
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.)
2.61%
Sharpe
1.50
Sortino
2.72
Max drawdown
-4.95%
Best month
2.38%
Worst month
-1.94%
Beta vs VTSAX
0.13
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.