Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-4.50%
3 year
13.13%
5 year
14.12%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
74 months through March 31, 2026Volatility (ann.)
15.68%
Sharpe
1.13
Sortino
2.22
Max drawdown
-21.67%
Best month
13.79%
Worst month
-10.11%
Beta vs VTSAX
0.02
Correlation
0.01
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.