Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.58%
3 year
22.69%
5 year
14.13%
10 year
14.54%
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.)
12.06%
Sharpe
1.50
Sortino
2.94
Max drawdown
-23.98%
Best month
12.76%
Worst month
-12.42%
Beta vs VTSAX
0.95
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.