Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-1.20%
3 year
3.08%
5 year
6.03%
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.)
21.08%
Sharpe
0.18
Sortino
0.30
Max drawdown
-36.23%
Best month
23.62%
Worst month
-23.65%
Beta vs VTSAX
1.22
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.