Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.33%
3 year
9.07%
5 year
-4.61%
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.)
16.81%
Sharpe
0.42
Sortino
0.71
Max drawdown
-48.62%
Best month
11.28%
Worst month
-10.11%
Beta vs VTSAX
1.12
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.