Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.34%
3 year
11.06%
5 year
-2.99%
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.)
20.61%
Sharpe
0.35
Sortino
0.57
Max drawdown
-44.30%
Best month
18.46%
Worst month
-14.55%
Beta vs VTSAX
1.46
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.