Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.06%
3 year
8.07%
5 year
4.85%
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.)
11.79%
Sharpe
0.12
Sortino
0.18
Max drawdown
-25.52%
Best month
9.17%
Worst month
-9.29%
Beta vs VTSAX
0.72
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.