Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.59%
3 year
18.60%
5 year
9.13%
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
81 months through March 31, 2026Volatility (ann.)
14.14%
Sharpe
0.95
Sortino
1.71
Max drawdown
-26.95%
Best month
10.30%
Worst month
-15.71%
Beta vs VTSAX
1.06
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.