Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.03%
3 year
27.08%
5 year
16.67%
10 year
15.41%
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.)
11.73%
Sharpe
1.83
Sortino
3.80
Max drawdown
-22.73%
Best month
11.22%
Worst month
-9.42%
Beta vs VTSAX
0.85
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.