Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.11%
3 year
2.78%
5 year
0.68%
10 year
1.13%
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.)
4.91%
Sharpe
0.56
Sortino
0.85
Max drawdown
-15.00%
Best month
4.17%
Worst month
-8.54%
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.