Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.73%
3 year
4.99%
5 year
0.11%
10 year
2.94%
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.)
3.80%
Sharpe
1.03
Sortino
1.76
Max drawdown
-15.53%
Best month
6.12%
Worst month
-4.39%
Beta vs VTSAX
0.20
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.