Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.82%
3 year
9.23%
5 year
5.58%
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.)
15.18%
Sharpe
0.36
Sortino
0.59
Max drawdown
-26.93%
Best month
13.43%
Worst month
-12.51%
Beta vs VTSAX
1.06
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.