Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.68%
3 year
6.79%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2022 onward derived from N-PORT monthly returnsRisk statistics
51 months through March 31, 2026Volatility (ann.)
16.44%
Sharpe
0.46
Sortino
0.77
Max drawdown
-30.70%
Best month
11.92%
Worst month
-12.89%
Beta vs VTSAX
0.91
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.