Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.71%
3 year
6.07%
5 year
2.77%
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.)
15.72%
Sharpe
0.39
Sortino
0.60
Max drawdown
-29.93%
Best month
13.84%
Worst month
-21.40%
Beta vs VTSAX
0.83
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.