Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.65%
3 year
22.14%
5 year
11.54%
10 year
11.62%
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.)
11.27%
Sharpe
1.45
Sortino
2.79
Max drawdown
-29.39%
Best month
10.87%
Worst month
-11.75%
Beta vs VTSAX
0.85
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.