Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.43%
3 year
5.24%
5 year
-2.24%
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.)
8.16%
Sharpe
0.43
Sortino
0.69
Max drawdown
-26.10%
Best month
17.16%
Worst month
-13.11%
Beta vs VTSAX
-0.05
Correlation
-0.07
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.