Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.15%
3 year
2.92%
5 year
22.14%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
20.72%
Sharpe
0.77
Sortino
1.30
Max drawdown
-53.13%
Best month
38.27%
Worst month
-34.48%
Beta vs VTSAX
0.26
Correlation
0.16
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.