Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.30%
3 year
5.48%
5 year
4.90%
10 year
6.05%
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.)
1.54%
Sharpe
3.88
Sortino
8.77
Max drawdown
-1.88%
Best month
1.86%
Worst month
-1.88%
Beta vs VTSAX
-0.01
Correlation
-0.06
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.