Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.08%
3 year
7.97%
5 year
10.53%
10 year
8.99%
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.)
18.43%
Sharpe
0.48
Sortino
0.86
Max drawdown
-40.92%
Best month
22.45%
Worst month
-28.58%
Beta vs VTSAX
1.09
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.