Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.78%
3 year
—
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
24 months through March 31, 2026Volatility (ann.)
17.94%
Sharpe
0.48
Sortino
0.85
Max drawdown
-21.21%
Best month
11.08%
Worst month
-7.17%
Beta vs VTSAX
1.01
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.