Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.44%
3 year
8.67%
5 year
1.76%
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
75 months through March 31, 2026Volatility (ann.)
17.53%
Sharpe
0.15
Sortino
0.24
Max drawdown
-32.43%
Best month
14.45%
Worst month
-13.80%
Beta vs VTSAX
1.29
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.