Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.36%
3 year
8.22%
5 year
1.61%
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.)
20.02%
Sharpe
0.40
Sortino
0.65
Max drawdown
-32.92%
Best month
20.66%
Worst month
-12.88%
Beta vs VTSAX
1.42
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.