Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.80%
3 year
25.29%
5 year
12.03%
10 year
14.00%
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
39 months through March 31, 2026Volatility (ann.)
13.14%
Sharpe
1.28
Sortino
2.34
Max drawdown
-9.92%
Best month
9.64%
Worst month
-6.60%
Beta vs VTSAX
0.98
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.