Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.03%
3 year
14.88%
5 year
11.37%
10 year
13.86%
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.)
10.36%
Sharpe
0.59
Sortino
0.89
Max drawdown
-10.09%
Best month
6.21%
Worst month
-6.02%
Beta vs VTSAX
0.54
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.