Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.95%
3 year
13.81%
5 year
-1.27%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
69 months through March 31, 2026Volatility (ann.)
21.60%
Sharpe
0.25
Sortino
0.41
Max drawdown
-49.35%
Best month
16.88%
Worst month
-17.03%
Beta vs VTSAX
1.40
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.