Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.37%
3 year
5.83%
5 year
8.15%
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.)
14.54%
Sharpe
0.42
Sortino
0.68
Max drawdown
-31.62%
Best month
14.90%
Worst month
-20.55%
Beta vs VTSAX
0.84
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.