Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.48%
3 year
23.37%
5 year
12.12%
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.)
11.87%
Sharpe
1.51
Sortino
2.92
Max drawdown
-34.33%
Best month
12.68%
Worst month
-14.34%
Beta vs VTSAX
0.59
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.