Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-4.31%
3 year
11.78%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
46 months through March 31, 2026Volatility (ann.)
17.23%
Sharpe
0.26
Sortino
0.42
Max drawdown
-19.57%
Best month
12.61%
Worst month
-9.32%
Beta vs VTSAX
1.24
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.