Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.38%
3 year
7.38%
5 year
5.24%
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.)
16.03%
Sharpe
0.42
Sortino
0.69
Max drawdown
-30.80%
Best month
11.25%
Worst month
-18.96%
Beta vs VTSAX
0.94
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.