Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.32%
3 year
13.13%
5 year
6.80%
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
78 months through March 31, 2026Volatility (ann.)
11.71%
Sharpe
0.94
Sortino
1.59
Max drawdown
-30.34%
Best month
14.64%
Worst month
-8.77%
Beta vs VTSAX
0.90
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.