Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.16%
3 year
—
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2024 onward derived from N-PORT monthly returnsRisk statistics
32 months through March 31, 2026Volatility (ann.)
16.69%
Sharpe
0.44
Sortino
0.75
Max drawdown
-16.30%
Best month
9.52%
Worst month
-7.06%
Beta vs VTSAX
0.95
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.