Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.63%
3 year
5.45%
5 year
3.64%
10 year
4.37%
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.)
2.34%
Sharpe
2.42
Sortino
4.25
Max drawdown
-4.09%
Best month
2.47%
Worst month
-2.72%
Beta vs VTSAX
0.02
Correlation
0.13
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.