Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.05%
3 year
11.85%
5 year
11.36%
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
81 months through March 31, 2026Volatility (ann.)
11.82%
Sharpe
1.04
Sortino
1.73
Max drawdown
-26.25%
Best month
13.03%
Worst month
-16.66%
Beta vs VTSAX
0.77
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.