Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.61%
3 year
8.97%
5 year
3.07%
10 year
4.89%
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.)
6.59%
Sharpe
1.06
Sortino
1.83
Max drawdown
-17.96%
Best month
5.56%
Worst month
-5.86%
Beta vs VTSAX
0.45
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.