Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.10%
3 year
5.76%
5 year
3.18%
10 year
3.72%
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.)
0.53%
Sharpe
11.38
Sortino
Max drawdown
-10.85%
Best month
3.31%
Worst month
-9.70%
Beta vs VTSAX
0.02
Correlation
0.36
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.