Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-5.59%
3 year
6.98%
5 year
6.45%
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.)
13.89%
Sharpe
0.35
Sortino
0.55
Max drawdown
-27.27%
Best month
13.54%
Worst month
-18.21%
Beta vs VTSAX
0.92
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.