Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.94%
3 year
4.92%
5 year
-7.30%
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.)
10.68%
Sharpe
0.11
Sortino
0.16
Max drawdown
-43.37%
Best month
9.40%
Worst month
-11.96%
Beta vs VTSAX
0.78
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.