Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.65%
3 year
9.10%
5 year
7.13%
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.)
12.92%
Sharpe
1.08
Sortino
1.83
Max drawdown
-13.07%
Best month
8.24%
Worst month
-7.38%
Beta vs VTSAX
0.49
Correlation
0.48
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.