Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.02%
3 year
11.94%
5 year
6.43%
10 year
7.45%
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.)
13.64%
Sharpe
0.59
Sortino
0.95
Max drawdown
-27.32%
Best month
11.32%
Worst month
-20.68%
Beta vs VTSAX
0.90
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.