Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.77%
3 year
12.04%
5 year
4.73%
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.)
9.69%
Sharpe
1.11
Sortino
1.83
Max drawdown
-21.13%
Best month
9.98%
Worst month
-10.34%
Beta vs VTSAX
0.69
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.