Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-9.36%
3 year
8.68%
5 year
20.20%
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.)
31.27%
Sharpe
0.81
Sortino
1.64
Max drawdown
-34.51%
Best month
25.28%
Worst month
-29.65%
Beta vs VTSAX
0.61
Correlation
0.24
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.