Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.73%
3 year
13.54%
5 year
-1.48%
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.)
21.58%
Sharpe
0.24
Sortino
0.39
Max drawdown
-49.47%
Best month
16.89%
Worst month
-17.08%
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.