Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-3.19%
3 year
9.58%
5 year
1.03%
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
75 months through March 31, 2026Volatility (ann.)
18.28%
Sharpe
0.19
Sortino
0.32
Max drawdown
-34.15%
Best month
15.40%
Worst month
-17.02%
Beta vs VTSAX
1.21
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.