Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.28%
3 year
4.54%
5 year
1.68%
10 year
—
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
46 months through March 31, 2026Volatility (ann.)
3.69%
Sharpe
1.20
Sortino
2.01
Max drawdown
-5.75%
Best month
2.80%
Worst month
-3.85%
Beta vs VTSAX
0.21
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.