Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.34%
3 year
30.93%
5 year
15.12%
10 year
17.92%
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.)
15.17%
Sharpe
1.38
Sortino
2.69
Max drawdown
-30.75%
Best month
14.78%
Worst month
-12.09%
Beta vs VTSAX
1.09
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.