Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-3.14%
3 year
6.57%
5 year
7.23%
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.)
19.89%
Sharpe
0.35
Sortino
0.62
Max drawdown
-34.58%
Best month
20.03%
Worst month
-23.32%
Beta vs VTSAX
1.17
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.