Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.98%
3 year
2.10%
5 year
18.64%
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.)
19.34%
Sharpe
0.80
Sortino
1.40
Max drawdown
-57.72%
Best month
34.27%
Worst month
-41.12%
Beta vs VTSAX
0.40
Correlation
0.26
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.