Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.09%
3 year
4.07%
5 year
1.74%
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
75 months through March 31, 2026Volatility (ann.)
17.89%
Sharpe
0.14
Sortino
0.22
Max drawdown
-30.37%
Best month
18.46%
Worst month
-21.73%
Beta vs VTSAX
1.14
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.