Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.94%
3 year
22.05%
5 year
13.94%
10 year
14.45%
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.)
12.23%
Sharpe
1.45
Sortino
2.82
Max drawdown
-23.69%
Best month
12.90%
Worst month
-13.18%
Beta vs VTSAX
0.97
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.