Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-4.01%
3 year
5.95%
5 year
6.74%
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.)
15.98%
Sharpe
0.25
Sortino
0.43
Max drawdown
-25.98%
Best month
12.66%
Worst month
-14.86%
Beta vs VTSAX
0.96
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.