Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.80%
3 year
13.13%
5 year
6.06%
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.)
10.38%
Sharpe
1.07
Sortino
1.87
Max drawdown
-24.81%
Best month
10.59%
Worst month
-13.33%
Beta vs VTSAX
0.77
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.