Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.02%
3 year
12.01%
5 year
3.33%
10 year
—
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
69 months through March 31, 2026Volatility (ann.)
12.69%
Sharpe
0.56
Sortino
0.90
Max drawdown
-24.03%
Best month
11.02%
Worst month
-10.09%
Beta vs VTSAX
0.70
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.