Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.25%
3 year
3.48%
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.)
3.73%
Sharpe
0.91
Sortino
1.42
Max drawdown
-6.71%
Best month
2.73%
Worst month
-3.98%
Beta vs VTSAX
0.22
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.