Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.62%
3 year
19.73%
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
57 months through March 31, 2026Volatility (ann.)
17.58%
Sharpe
0.65
Sortino
1.10
Max drawdown
-44.75%
Best month
12.96%
Worst month
-16.93%
Beta vs VTSAX
1.31
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.