Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.38%
3 year
24.40%
5 year
16.27%
10 year
13.59%
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.)
12.21%
Sharpe
1.72
Sortino
3.42
Max drawdown
-25.66%
Best month
13.75%
Worst month
-17.57%
Beta vs VTSAX
0.94
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.