Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.57%
3 year
2.14%
5 year
0.06%
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
75 months through March 31, 2026Volatility (ann.)
4.87%
Sharpe
0.44
Sortino
0.65
Max drawdown
-16.90%
Best month
4.10%
Worst month
-8.60%
Beta vs VTSAX
0.24
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.