Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-1.72%
3 year
22.28%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
63 months through March 31, 2026Volatility (ann.)
24.09%
Sharpe
0.44
Sortino
0.85
Max drawdown
-47.71%
Best month
18.49%
Worst month
-14.59%
Beta vs VTSAX
0.95
Correlation
0.50
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.