Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.71%
3 year
23.18%
5 year
12.62%
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.)
12.24%
Sharpe
1.49
Sortino
2.96
Max drawdown
-24.31%
Best month
10.69%
Worst month
-11.71%
Beta vs VTSAX
0.97
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.