Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.74%
3 year
31.61%
5 year
16.75%
10 year
17.11%
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.)
15.08%
Sharpe
1.48
Sortino
2.98
Max drawdown
-29.35%
Best month
13.97%
Worst month
-10.67%
Beta vs VTSAX
1.11
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.