Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-9.35%
3 year
2.85%
5 year
3.68%
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
75 months through March 31, 2026Volatility (ann.)
14.27%
Sharpe
0.34
Sortino
0.58
Max drawdown
-36.85%
Best month
16.63%
Worst month
-31.25%
Beta vs VTSAX
0.76
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.