Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-4.41%
3 year
4.93%
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
48 months through March 31, 2026Volatility (ann.)
17.06%
Sharpe
0.37
Sortino
0.65
Max drawdown
-16.34%
Best month
11.31%
Worst month
-9.38%
Beta vs VTSAX
0.99
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.