Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.28%
3 year
8.08%
5 year
5.23%
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.)
17.51%
Sharpe
0.37
Sortino
0.62
Max drawdown
-31.25%
Best month
15.69%
Worst month
-20.31%
Beta vs VTSAX
1.21
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.