Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-4.90%
3 year
4.42%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
48 months through March 31, 2026Volatility (ann.)
17.11%
Sharpe
0.34
Sortino
0.59
Max drawdown
-16.74%
Best month
11.19%
Worst month
-9.40%
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.