Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.08%
3 year
10.77%
5 year
-2.92%
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.)
20.50%
Sharpe
0.43
Sortino
0.68
Max drawdown
-42.60%
Best month
16.63%
Worst month
-19.06%
Beta vs VTSAX
1.49
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.