Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.77%
3 year
6.40%
5 year
3.19%
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.)
14.64%
Sharpe
0.40
Sortino
0.66
Max drawdown
-21.62%
Best month
14.01%
Worst month
-10.67%
Beta vs VTSAX
0.66
Correlation
0.57
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.