Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.67%
3 year
14.50%
5 year
6.35%
10 year
7.84%
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.)
10.20%
Sharpe
1.12
Sortino
1.96
Max drawdown
-28.90%
Best month
10.10%
Worst month
-13.31%
Beta vs VTSAX
0.43
Correlation
0.54
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.