Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.49%
3 year
5.81%
5 year
3.19%
10 year
—
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.)
2.60%
Sharpe
1.92
Sortino
3.73
Max drawdown
-4.12%
Best month
2.46%
Worst month
-1.90%
Beta vs VTSAX
0.14
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.