Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-5.28%
3 year
7.26%
5 year
2.00%
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
80 months through March 31, 2026Volatility (ann.)
16.70%
Sharpe
0.17
Sortino
0.28
Max drawdown
-32.71%
Best month
13.93%
Worst month
-16.43%
Beta vs VTSAX
0.10
Correlation
0.07
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.