Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.43%
3 year
11.16%
5 year
-1.14%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
18.30%
Sharpe
0.48
Sortino
0.78
Max drawdown
-43.57%
Best month
17.05%
Worst month
-16.75%
Beta vs VTSAX
1.32
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.