Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.01%
3 year
4.27%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2023 onward derived from N-PORT monthly returnsRisk statistics
46 months through March 31, 2026Volatility (ann.)
3.69%
Sharpe
1.13
Sortino
1.87
Max drawdown
-5.94%
Best month
2.81%
Worst month
-3.86%
Beta vs VTSAX
0.21
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.