Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.73%
3 year
11.34%
5 year
7.20%
10 year
10.88%
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
75 months through March 31, 2026Volatility (ann.)
12.31%
Sharpe
0.79
Sortino
1.38
Max drawdown
-23.47%
Best month
14.32%
Worst month
-13.84%
Beta vs VTSAX
0.93
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.