Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.37%
3 year
3.63%
5 year
1.09%
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.)
4.18%
Sharpe
0.80
Sortino
1.32
Max drawdown
-8.81%
Best month
3.08%
Worst month
-4.06%
Beta vs VTSAX
0.24
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.