Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-8.70%
3 year
14.43%
5 year
21.51%
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.)
18.10%
Sharpe
1.44
Sortino
3.13
Max drawdown
-56.01%
Best month
33.20%
Worst month
-44.31%
Beta vs VTSAX
0.48
Correlation
0.33
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.