Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.54%
3 year
15.37%
5 year
1.77%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
19.34%
Sharpe
0.60
Sortino
1.01
Max drawdown
-36.79%
Best month
15.07%
Worst month
-16.10%
Beta vs VTSAX
1.39
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.