Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.89%
3 year
10.82%
5 year
5.35%
10 year
—
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
78 months through March 31, 2026Volatility (ann.)
18.70%
Sharpe
0.44
Sortino
0.72
Max drawdown
-23.44%
Best month
17.84%
Worst month
-13.75%
Beta vs VTSAX
0.80
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.