Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.27%
3 year
21.53%
5 year
13.06%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
12.91%
Sharpe
1.34
Sortino
2.48
Max drawdown
-25.35%
Best month
13.83%
Worst month
-14.12%
Beta vs VTSAX
1.01
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.