Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.83%
3 year
6.48%
5 year
4.03%
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.)
15.93%
Sharpe
0.39
Sortino
0.61
Max drawdown
-30.95%
Best month
11.84%
Worst month
-12.17%
Beta vs VTSAX
0.88
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.