Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.16%
3 year
16.27%
5 year
6.11%
10 year
11.74%
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.)
18.70%
Sharpe
0.67
Sortino
1.20
Max drawdown
-30.85%
Best month
14.28%
Worst month
-18.69%
Beta vs VTSAX
1.29
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.