Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.57%
3 year
18.15%
5 year
8.34%
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.)
11.96%
Sharpe
1.12
Sortino
1.92
Max drawdown
-30.33%
Best month
11.84%
Worst month
-16.35%
Beta vs VTSAX
0.88
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.