Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.59%
3 year
-1.14%
5 year
-3.07%
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.)
11.14%
Sharpe
0.12
Sortino
0.16
Max drawdown
-31.73%
Best month
11.49%
Worst month
-13.57%
Beta vs VTSAX
0.61
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.