Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.63%
3 year
11.39%
5 year
9.50%
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
81 months through March 31, 2026Volatility (ann.)
15.34%
Sharpe
0.73
Sortino
1.27
Max drawdown
-21.56%
Best month
13.46%
Worst month
-11.05%
Beta vs VTSAX
1.03
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.