Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-7.47%
3 year
9.14%
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
47 months through March 31, 2026Volatility (ann.)
16.27%
Sharpe
0.39
Sortino
0.64
Max drawdown
-15.41%
Best month
11.54%
Worst month
-9.31%
Beta vs VTSAX
1.08
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.