Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.19%
3 year
7.56%
5 year
3.65%
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
75 months through March 31, 2026Volatility (ann.)
21.20%
Sharpe
0.14
Sortino
0.22
Max drawdown
-37.68%
Best month
21.65%
Worst month
-26.63%
Beta vs VTSAX
1.33
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.