Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-3.36%
3 year
6.08%
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.)
17.15%
Sharpe
0.44
Sortino
0.79
Max drawdown
-15.84%
Best month
11.43%
Worst month
-9.33%
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.