Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.48%
3 year
10.13%
5 year
19.93%
10 year
9.18%
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.)
17.09%
Sharpe
1.18
Sortino
2.14
Max drawdown
-44.01%
Best month
26.91%
Worst month
-30.41%
Beta vs VTSAX
0.44
Correlation
0.33
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.