Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.74%
3 year
14.52%
5 year
7.94%
10 year
8.43%
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.)
9.59%
Sharpe
1.21
Sortino
2.28
Max drawdown
-21.13%
Best month
7.96%
Worst month
-7.48%
Beta vs VTSAX
0.74
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.