Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.31%
3 year
—
5 year
—
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
39 months through March 31, 2026Volatility (ann.)
2.47%
Sharpe
2.11
Sortino
5.23
Max drawdown
-1.01%
Best month
2.25%
Worst month
-1.00%
Beta vs VTSAX
0.14
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.