Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.44%
3 year
7.89%
5 year
2.84%
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
81 months through March 31, 2026Volatility (ann.)
5.30%
Sharpe
1.27
Sortino
2.33
Max drawdown
-14.18%
Best month
4.52%
Worst month
-4.87%
Beta vs VTSAX
0.32
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.