Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-1.89%
3 year
8.82%
5 year
6.47%
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.)
16.63%
Sharpe
0.33
Sortino
0.60
Max drawdown
-28.24%
Best month
12.30%
Worst month
-18.08%
Beta vs VTSAX
1.04
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.