Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.83%
3 year
32.08%
5 year
15.95%
10 year
18.36%
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.)
15.15%
Sharpe
1.42
Sortino
2.76
Max drawdown
-30.88%
Best month
11.87%
Worst month
-12.29%
Beta vs VTSAX
1.05
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.