Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.92%
3 year
4.93%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
45 months through March 31, 2026Volatility (ann.)
8.23%
Sharpe
0.70
Sortino
1.20
Max drawdown
-6.18%
Best month
6.98%
Worst month
-5.08%
Beta vs VTSAX
0.52
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.