Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.52%
3 year
4.38%
5 year
0.80%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
4.11%
Sharpe
0.86
Sortino
1.53
Max drawdown
-14.86%
Best month
3.46%
Worst month
-7.77%
Beta vs VTSAX
0.24
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.