Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.32%
3 year
9.39%
5 year
3.77%
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.)
8.09%
Sharpe
0.95
Sortino
1.61
Max drawdown
-16.82%
Best month
6.55%
Worst month
-9.14%
Beta vs VTSAX
0.57
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.