Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.10%
3 year
3.74%
5 year
1.79%
10 year
5.38%
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
75 months through March 31, 2026Volatility (ann.)
5.21%
Sharpe
1.03
Sortino
1.86
Max drawdown
-8.94%
Best month
5.53%
Worst month
-3.06%
Beta vs VTSAX
0.22
Correlation
0.54
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.