Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.16%
3 year
13.78%
5 year
13.29%
10 year
11.31%
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
75 months through March 31, 2026Volatility (ann.)
11.61%
Sharpe
1.12
Sortino
2.05
Max drawdown
-26.44%
Best month
13.21%
Worst month
-17.16%
Beta vs VTSAX
-0.01
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.