Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.84%
3 year
26.43%
5 year
18.35%
10 year
15.63%
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
81 months through March 31, 2026Volatility (ann.)
11.58%
Sharpe
1.94
Sortino
4.41
Max drawdown
-22.95%
Best month
15.92%
Worst month
-13.34%
Beta vs VTSAX
0.88
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.