Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.74%
3 year
12.87%
5 year
9.09%
10 year
6.24%
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.)
15.88%
Sharpe
1.00
Sortino
1.83
Max drawdown
-15.39%
Best month
13.01%
Worst month
-9.26%
Beta vs VTSAX
0.57
Correlation
0.46
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.