Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.15%
3 year
10.60%
5 year
-5.31%
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.)
19.11%
Sharpe
0.35
Sortino
0.54
Max drawdown
-46.68%
Best month
15.57%
Worst month
-18.96%
Beta vs VTSAX
1.39
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.