Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-3.80%
3 year
17.37%
5 year
18.58%
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.)
31.65%
Sharpe
0.99
Sortino
2.12
Max drawdown
-29.02%
Best month
29.95%
Worst month
-20.46%
Beta vs VTSAX
0.78
Correlation
0.31
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.