Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.13%
3 year
12.04%
5 year
10.21%
10 year
9.42%
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
81 months through March 31, 2026Volatility (ann.)
15.95%
Sharpe
0.78
Sortino
1.44
Max drawdown
-32.28%
Best month
16.14%
Worst month
-22.57%
Beta vs VTSAX
1.08
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.