Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.08%
3 year
9.89%
5 year
9.30%
10 year
8.79%
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.)
17.51%
Sharpe
0.70
Sortino
1.32
Max drawdown
-33.62%
Best month
16.04%
Worst month
-23.29%
Beta vs VTSAX
1.10
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.