Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.70%
3 year
14.91%
5 year
12.03%
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.)
9.73%
Sharpe
1.57
Sortino
2.93
Max drawdown
-19.17%
Best month
10.29%
Worst month
-11.21%
Beta vs VTSAX
0.61
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.