Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-6.10%
3 year
5.65%
5 year
3.57%
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.)
16.97%
Sharpe
0.15
Sortino
0.24
Max drawdown
-23.82%
Best month
11.58%
Worst month
-16.46%
Beta vs VTSAX
1.12
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.