Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.16%
3 year
4.67%
5 year
-0.45%
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
81 months through March 31, 2026Volatility (ann.)
5.60%
Sharpe
0.64
Sortino
1.11
Max drawdown
-17.43%
Best month
4.50%
Worst month
-4.37%
Beta vs VTSAX
0.26
Correlation
0.58
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.