Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.41%
3 year
17.45%
5 year
11.78%
10 year
9.64%
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.)
13.65%
Sharpe
1.04
Sortino
1.90
Max drawdown
-30.29%
Best month
13.32%
Worst month
-23.98%
Beta vs VTSAX
0.86
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.