Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-12.71%
3 year
6.23%
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
54 months through March 31, 2026Volatility (ann.)
15.79%
Sharpe
0.39
Sortino
0.69
Max drawdown
-20.08%
Best month
10.39%
Worst month
-8.37%
Beta vs VTSAX
0.78
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.