Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.40%
3 year
10.34%
5 year
4.48%
10 year
5.50%
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
75 months through March 31, 2026Volatility (ann.)
8.56%
Sharpe
1.00
Sortino
1.72
Max drawdown
-18.23%
Best month
6.74%
Worst month
-8.29%
Beta vs VTSAX
0.62
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.