Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.20%
3 year
5.68%
5 year
5.27%
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.)
16.30%
Sharpe
0.34
Sortino
0.54
Max drawdown
-30.22%
Best month
13.32%
Worst month
-21.34%
Beta vs VTSAX
0.90
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.