Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.13%
3 year
33.55%
5 year
—
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
62 months through March 31, 2026Volatility (ann.)
15.94%
Sharpe
1.52
Sortino
3.23
Max drawdown
-46.78%
Best month
13.87%
Worst month
-18.54%
Beta vs VTSAX
1.10
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.