Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.43%
3 year
26.03%
5 year
13.89%
10 year
12.46%
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.)
13.34%
Sharpe
1.77
Sortino
3.86
Max drawdown
-29.12%
Best month
13.35%
Worst month
-19.07%
Beta vs VTSAX
0.94
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.