Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.36%
3 year
6.13%
5 year
1.45%
10 year
3.00%
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.)
3.96%
Sharpe
1.80
Sortino
4.59
Max drawdown
-13.38%
Best month
3.32%
Worst month
-5.03%
Beta vs VTSAX
0.18
Correlation
0.57
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.