Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-1.01%
3 year
1.74%
5 year
1.10%
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.)
5.22%
Sharpe
0.26
Sortino
0.40
Max drawdown
-9.72%
Best month
4.33%
Worst month
-8.65%
Beta vs VTSAX
0.28
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.