Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-7.10%
3 year
4.52%
5 year
2.45%
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
0.08
Sortino
0.13
Max drawdown
-24.04%
Best month
11.47%
Worst month
-16.52%
Beta vs VTSAX
1.12
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.