Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.83%
3 year
15.79%
5 year
-0.54%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
74 months through March 31, 2026Volatility (ann.)
21.87%
Sharpe
0.49
Sortino
0.80
Max drawdown
-46.13%
Best month
21.29%
Worst month
-20.97%
Beta vs VTSAX
1.50
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.