Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-7.37%
3 year
2.35%
5 year
2.98%
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.)
14.85%
Sharpe
0.18
Sortino
0.28
Max drawdown
-29.26%
Best month
11.83%
Worst month
-18.36%
Beta vs VTSAX
0.98
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.