Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.92%
3 year
14.08%
5 year
1.52%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
18.97%
Sharpe
0.54
Sortino
0.90
Max drawdown
-30.22%
Best month
11.68%
Worst month
-11.69%
Beta vs VTSAX
1.35
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.