Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.34%
3 year
20.12%
5 year
23.00%
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.)
15.77%
Sharpe
1.76
Sortino
3.97
Max drawdown
-61.40%
Best month
37.08%
Worst month
-48.91%
Beta vs VTSAX
0.51
Correlation
0.41
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.