Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.01%
3 year
14.72%
5 year
6.40%
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.)
15.06%
Sharpe
0.60
Sortino
1.05
Max drawdown
-25.88%
Best month
13.40%
Worst month
-15.39%
Beta vs VTSAX
1.11
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.