Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-5.67%
3 year
9.61%
5 year
1.48%
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.)
16.95%
Sharpe
0.15
Sortino
0.24
Max drawdown
-35.02%
Best month
12.23%
Worst month
-13.57%
Beta vs VTSAX
1.16
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.