Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.45%
3 year
6.26%
5 year
-1.28%
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.)
8.19%
Sharpe
0.55
Sortino
0.91
Max drawdown
-24.99%
Best month
17.30%
Worst month
-13.03%
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.