Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.07%
3 year
12.19%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
36 months through March 31, 2026Volatility (ann.)
9.30%
Sharpe
0.64
Sortino
1.15
Max drawdown
-6.14%
Best month
8.95%
Worst month
-4.51%
Beta vs VTSAX
0.24
Correlation
0.32
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.