Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.80%
3 year
14.75%
5 year
6.93%
10 year
8.63%
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
36 months through March 31, 2026Volatility (ann.)
10.40%
Sharpe
1.27
Sortino
2.29
Max drawdown
-8.81%
Best month
7.40%
Worst month
-4.96%
Beta vs VTSAX
0.79
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.