Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.57%
3 year
4.29%
5 year
-1.28%
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.)
16.77%
Sharpe
0.35
Sortino
0.54
Max drawdown
-34.07%
Best month
13.10%
Worst month
-21.90%
Beta vs VTSAX
1.15
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.