Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.78%
3 year
2.09%
5 year
0.28%
10 year
—
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
57 months through March 31, 2026Volatility (ann.)
4.71%
Sharpe
0.29
Sortino
0.43
Max drawdown
-15.56%
Best month
4.07%
Worst month
-3.43%
Beta vs VTSAX
0.27
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.