Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.17%
3 year
7.51%
5 year
5.38%
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.)
16.01%
Sharpe
0.43
Sortino
0.70
Max drawdown
-30.60%
Best month
11.21%
Worst month
-19.00%
Beta vs VTSAX
0.93
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.