Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-1.33%
3 year
1.40%
5 year
0.79%
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.)
5.24%
Sharpe
0.19
Sortino
0.30
Max drawdown
-9.75%
Best month
4.30%
Worst month
-8.69%
Beta vs VTSAX
0.28
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.