Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.22%
3 year
13.48%
5 year
7.50%
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.)
14.23%
Sharpe
0.47
Sortino
0.76
Max drawdown
-28.20%
Best month
12.74%
Worst month
-13.66%
Beta vs VTSAX
1.00
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.