Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.35%
3 year
13.79%
5 year
8.83%
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.)
7.82%
Sharpe
1.29
Sortino
2.51
Max drawdown
-16.69%
Best month
9.56%
Worst month
-9.33%
Beta vs VTSAX
0.59
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.