Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.58%
3 year
23.44%
5 year
14.38%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
64 months through March 31, 2026Volatility (ann.)
15.43%
Sharpe
1.04
Sortino
2.14
Max drawdown
-26.44%
Best month
15.04%
Worst month
-11.82%
Beta vs VTSAX
0.97
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.