Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.70%
3 year
17.79%
5 year
10.04%
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
76 months through March 31, 2026Volatility (ann.)
13.65%
Sharpe
1.10
Sortino
2.08
Max drawdown
-25.46%
Best month
13.22%
Worst month
-10.09%
Beta vs VTSAX
1.02
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.