Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.85%
3 year
-0.05%
5 year
0.34%
10 year
0.82%
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.)
5.42%
Sharpe
0.14
Sortino
0.19
Max drawdown
-11.70%
Best month
2.76%
Worst month
-3.58%
Beta vs VTSAX
0.14
Correlation
0.32
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.