Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.41%
3 year
14.73%
5 year
10.92%
10 year
—
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
0.77
Sortino
1.44
Max drawdown
-32.94%
Best month
19.47%
Worst month
-24.77%
Beta vs VTSAX
1.21
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.