Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-1.52%
3 year
7.65%
5 year
0.12%
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.)
18.41%
Sharpe
0.12
Sortino
0.19
Max drawdown
-36.83%
Best month
20.22%
Worst month
-22.92%
Beta vs VTSAX
1.33
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.