Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.33%
3 year
13.43%
5 year
5.89%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
73 months through March 31, 2026Volatility (ann.)
16.68%
Sharpe
0.76
Sortino
1.37
Max drawdown
-26.96%
Best month
14.89%
Worst month
-10.67%
Beta vs VTSAX
1.16
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.