Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.31%
3 year
4.25%
5 year
-2.11%
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.)
15.55%
Sharpe
0.29
Sortino
0.46
Max drawdown
-37.88%
Best month
13.73%
Worst month
-21.15%
Beta vs VTSAX
1.00
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.