Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.58%
3 year
5.39%
5 year
1.81%
10 year
2.02%
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.)
4.13%
Sharpe
1.09
Sortino
2.07
Max drawdown
-12.54%
Best month
3.54%
Worst month
-7.67%
Beta vs VTSAX
0.24
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.