Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.13%
3 year
4.68%
5 year
-0.41%
10 year
1.96%
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.)
5.61%
Sharpe
0.64
Sortino
1.10
Max drawdown
-17.22%
Best month
4.44%
Worst month
-4.33%
Beta vs VTSAX
0.25
Correlation
0.57
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.