Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.82%
3 year
5.10%
5 year
0.34%
10 year
1.87%
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.)
6.66%
Sharpe
0.66
Sortino
1.14
Max drawdown
-16.37%
Best month
5.41%
Worst month
-4.93%
Beta vs VTSAX
0.30
Correlation
0.58
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.