Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.88%
3 year
3.55%
5 year
1.61%
10 year
5.18%
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.)
5.23%
Sharpe
0.98
Sortino
1.77
Max drawdown
-9.19%
Best month
5.52%
Worst month
-3.07%
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.