Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-4.34%
3 year
5.30%
5 year
5.95%
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.)
19.92%
Sharpe
0.29
Sortino
0.49
Max drawdown
-34.69%
Best month
19.97%
Worst month
-23.37%
Beta vs VTSAX
1.18
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.