Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.78%
3 year
5.56%
5 year
3.74%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through March 31, 2026Volatility (ann.)
15.15%
Sharpe
0.40
Sortino
0.65
Max drawdown
-34.32%
Best month
10.05%
Worst month
-11.66%
Beta vs VTSAX
0.88
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.