Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.78%
3 year
15.15%
5 year
12.73%
10 year
—
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.)
13.62%
Sharpe
1.25
Sortino
2.32
Max drawdown
-28.29%
Best month
12.08%
Worst month
-19.77%
Beta vs VTSAX
0.91
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.