Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.68%
3 year
4.32%
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.)
18.33%
Sharpe
-0.01
Sortino
-0.01
Max drawdown
-46.83%
Best month
10.23%
Worst month
-21.20%
Beta vs VTSAX
1.05
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.