Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-3.56%
3 year
7.62%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2022 onward derived from N-PORT monthly returnsRisk statistics
56 months through March 31, 2026Volatility (ann.)
16.20%
Sharpe
0.32
Sortino
0.52
Max drawdown
-24.90%
Best month
10.22%
Worst month
-9.11%
Beta vs VTSAX
1.10
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.