Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.58%
3 year
0.69%
5 year
1.10%
10 year
1.59%
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.)
5.46%
Sharpe
0.28
Sortino
0.38
Max drawdown
-11.03%
Best month
2.82%
Worst month
-3.55%
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.