Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.65%
3 year
25.04%
5 year
16.74%
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
80 months through March 31, 2026Volatility (ann.)
12.17%
Sharpe
1.76
Sortino
3.55
Max drawdown
-24.34%
Best month
13.62%
Worst month
-16.73%
Beta vs VTSAX
0.94
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.