Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.35%
3 year
5.63%
5 year
4.63%
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.)
15.39%
Sharpe
0.40
Sortino
0.66
Max drawdown
-30.28%
Best month
10.32%
Worst month
-17.88%
Beta vs VTSAX
0.85
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.