Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.48%
3 year
6.74%
5 year
5.34%
10 year
7.83%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2024 onward derived from N-PORT monthly returnsRisk statistics
33 months through March 31, 2026Volatility (ann.)
13.76%
Sharpe
0.40
Sortino
0.65
Max drawdown
-16.31%
Best month
8.73%
Worst month
-7.00%
Beta vs VTSAX
0.79
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.