Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.97%
3 year
8.14%
5 year
8.44%
10 year
10.98%
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
81 months through March 31, 2026Volatility (ann.)
10.84%
Sharpe
0.58
Sortino
0.88
Max drawdown
-18.02%
Best month
10.71%
Worst month
-10.37%
Beta vs VTSAX
0.70
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.