Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-10.33%
3 year
10.72%
5 year
2.65%
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.)
20.02%
Sharpe
0.28
Sortino
0.47
Max drawdown
-35.28%
Best month
15.54%
Worst month
-18.92%
Beta vs VTSAX
1.41
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.