Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-1.87%
3 year
9.14%
5 year
3.18%
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.)
16.35%
Sharpe
0.62
Sortino
1.06
Max drawdown
-26.56%
Best month
13.12%
Worst month
-18.85%
Beta vs VTSAX
1.12
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.