Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.68%
3 year
28.28%
5 year
15.50%
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
75 months through March 31, 2026Volatility (ann.)
15.61%
Sharpe
1.58
Sortino
3.23
Max drawdown
-23.82%
Best month
10.68%
Worst month
-12.42%
Beta vs VTSAX
1.14
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.