Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.82%
3 year
5.94%
5 year
0.95%
10 year
3.09%
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.)
6.37%
Sharpe
0.74
Sortino
1.19
Max drawdown
-17.44%
Best month
4.80%
Worst month
-7.02%
Beta vs VTSAX
0.39
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.