Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.19%
3 year
29.55%
5 year
11.70%
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
75 months through March 31, 2026Volatility (ann.)
17.46%
Sharpe
1.24
Sortino
2.30
Max drawdown
-34.67%
Best month
13.07%
Worst month
-12.21%
Beta vs VTSAX
1.23
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.