Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.42%
3 year
15.50%
5 year
9.80%
10 year
10.07%
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.)
11.25%
Sharpe
1.20
Sortino
2.15
Max drawdown
-28.62%
Best month
12.11%
Worst month
-15.04%
Beta vs VTSAX
0.09
Correlation
0.10
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.