Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.72%
3 year
20.03%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
63 months through March 31, 2026Volatility (ann.)
22.51%
Sharpe
0.34
Sortino
0.58
Max drawdown
-49.37%
Best month
17.85%
Worst month
-15.76%
Beta vs VTSAX
1.26
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.